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Sovran Advisors, LLC: IUSB position timeline

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

Sovran Advisors, LLC held 434,972 IUSB 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 434,972 shares
    Change vs previous 13F +106,023 shares

    1.47% of the 13F portfolio, value $19,795,549.

    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 328,949 shares
    Change vs previous 13F +52,433 shares

    1.19% of the 13F portfolio, value $15,200,751.

    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 276,516 shares
    Change vs previous 13F -8,522 shares

    1.1% of the 13F portfolio, value $12,913,276.

    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 285,038 shares
    Change vs previous 13F -66,481 shares

    1.18% of the 13F portfolio, value $13,359,721.

    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 351,519 shares
    Change vs previous 13F -75,167 shares

    1.68% of the 13F portfolio, value $16,074,973.

    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 426,686 shares
    Change vs previous 13F +34,655 shares

    2.52% of the 13F portfolio, value $19,431,279.

    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 392,031 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $17,543,383.

    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).