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Sovran Advisors, LLC: IAGG position timeline

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

Sovran Advisors, LLC held 12,084 IAGG 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 12,084 shares
    Change vs previous 13F -61,779 shares

    0.04% of the 13F portfolio, value $601,445.

    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 73,863 shares
    Change vs previous 13F +3,652 shares

    0.29% of the 13F portfolio, value $3,686,516.

    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 70,211 shares
    Change vs previous 13F +18,902 shares

    0.3% of the 13F portfolio, value $3,528,095.

    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 51,309 shares
    Change vs previous 13F +8,286 shares

    0.23% of the 13F portfolio, value $2,654,215.

    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 43,023 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,192,022.

    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).