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Disclosery

Sovran Advisors, LLC: IDV position timeline

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

Sovran Advisors, LLC held 25,919 IDV 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 25,919 shares
    Change vs previous 13F -43,591 shares

    0.08% of the 13F portfolio, value $1,127,741.

    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 69,510 shares
    Change vs previous 13F -8,752 shares

    0.24% of the 13F portfolio, value $3,085,556.

    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 78,262 shares
    Change vs previous 13F -36,043 shares

    0.27% of the 13F portfolio, value $3,157,854.

    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 114,305 shares
    Change vs previous 13F +47,291 shares

    0.38% of the 13F portfolio, value $4,278,431.

    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 67,014 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,332,773.

    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).