Skip to content
Disclosery

Sovereign's Capital Management, LLC: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign's Capital Management, LLC on IEX, newest first. How the timeline and the estimate are built.

Sovereign's Capital Management, LLC held 1,047 IEX 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 1,047 shares
    Change vs previous 13F -21 shares

    0.16% of the 13F portfolio, value $237,617.

    13F-HR 0001172661-26-003636 filed by Sovereign's Capital Management, 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 1,068 shares
    Change vs previous 13F -72 shares

    0.15% of the 13F portfolio, value $202,439.

    13F-HR 0001172661-26-002209 filed by Sovereign's Capital Management, 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 1,140 shares
    Change vs previous 13F -1,654 shares

    0.12% of the 13F portfolio, value $202,852.

    13F-HR 0001172661-26-000832 filed by Sovereign's Capital Management, 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 2,794 shares
    Change vs previous 13F +22 shares

    0.25% of the 13F portfolio, value $454,751.

    13F-HR 0001172661-25-004850 filed by Sovereign's Capital Management, 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 2,772 shares
    Change vs previous 13F +448 shares

    0.26% of the 13F portfolio, value $486,680.

    13F-HR 0001172661-25-003254 filed by Sovereign's Capital Management, 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 2,324 shares
    Change vs previous 13F +315 shares

    0.25% of the 13F portfolio, value $420,574.

    13F-HR 0001172661-25-002095 filed by Sovereign's Capital Management, 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 2,009 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $420,464.

    13F-HR 0001172661-25-000889 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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