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Sovran Advisors, LLC: EFV position timeline

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

Sovran Advisors, LLC held 97,677 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,677 shares
    Change vs previous 13F -48,223 shares

    0.58% of the 13F portfolio, value $7,784,829.

    13F-HR 0002051471-26-000004 filed by Sovran 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 145,900 shares
    Change vs previous 13F +361 shares

    0.89% of the 13F portfolio, value $11,320,412.

    13F-HR 0002051471-26-000003 filed by Sovran 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 145,539 shares
    Change vs previous 13F -24,069 shares

    0.91% of the 13F portfolio, value $10,672,398.

    13F-HR 0002051471-26-000001 filed by Sovran 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 169,608 shares
    Change vs previous 13F -15,072 shares

    1.03% of the 13F portfolio, value $11,643,594.

    13F-HR 0002051471-25-000007 filed by Sovran 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 184,680 shares
    Change vs previous 13F +59,394 shares

    1.23% of the 13F portfolio, value $11,738,284.

    13F-HR 0002051471-25-000004 filed by Sovran 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 125,286 shares
    Change vs previous 13F -15,903 shares

    0.95% of the 13F portfolio, value $7,335,520.

    13F-HR 0002051471-25-000003 filed by Sovran 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 141,189 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $7,378,530.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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