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Sovran Advisors, LLC: FDVV position timeline

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

Sovran Advisors, LLC held 25,526 FDVV 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 25,526 shares
    Change vs previous 13F +1,604 shares

    0.12% of the 13F portfolio, value $1,615,027.

    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 23,922 shares
    Change vs previous 13F -10,852 shares

    0.11% of the 13F portfolio, value $1,413,080.

    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 34,774 shares
    Change vs previous 13F +23,725 shares

    0.17% of the 13F portfolio, value $1,999,132.

    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 11,049 shares
    Change vs previous 13F -26,641 shares

    0.05% of the 13F portfolio, value $619,180.

    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 37,690 shares
    Change vs previous 13F -5,254 shares

    0.21% of the 13F portfolio, value $1,989,679.

    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 42,944 shares
    Change vs previous 13F -36,236 shares

    0.26% of the 13F portfolio, value $1,999,475.

    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 79,180 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,939,982.

    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).