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Sovereign Investment Advisors, LLC: VNLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Investment Advisors, LLC on VNLA, newest first. How the timeline and the estimate are built.

Sovereign Investment Advisors, LLC held 545,365 VNLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 545,365 shares
    Change vs previous 13F +3,144 shares

    5.02% of the 13F portfolio, value $26,754,199.

    13F-HR 0001908165-26-000009 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 542,221 shares
    Change vs previous 13F -35,812 shares

    5.63% of the 13F portfolio, value $26,595,483.

    13F-HR 0001908165-26-000005 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 578,033 shares
    Change vs previous 13F -59,938 shares

    7.1% of the 13F portfolio, value $28,404,502.

    13F-HR 0001908165-26-000002 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 637,971 shares
    Change vs previous 13F -43,426 shares

    8.58% of the 13F portfolio, value $31,445,597.

    13F-HR 0001908165-25-000018 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 681,397 shares
    Change vs previous 13F +2,399 shares

    9.22% of the 13F portfolio, value $33,524,752.

    13F-HR 0001908165-25-000014 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 678,998 shares
    Change vs previous 13F +5,300 shares

    11.46% of the 13F portfolio, value $32,931,403.

    13F-HR 0001908165-25-000012 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 673,698 shares
    Change vs previous 13F +10,993 shares

    9.81% of the 13F portfolio, value $32,950,593.

    13F-HR 0001581794-25-000004 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 662,705 shares
    Change vs previous 13F not available

    10.66% of the 13F portfolio, value $32,499,036.

    13F-HR 0001908165-24-000012 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).