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Sovran Advisors, LLC: IVE position timeline

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

Sovran Advisors, LLC held 89,194 IVE 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 89,194 shares
    Change vs previous 13F -4,910 shares

    1.56% of the 13F portfolio, value $20,908,684.

    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 94,104 shares
    Change vs previous 13F +468 shares

    1.65% of the 13F portfolio, value $21,048,075.

    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 93,636 shares
    Change vs previous 13F +15,361 shares

    1.73% of the 13F portfolio, value $20,391,121.

    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 78,275 shares
    Change vs previous 13F +17,668 shares

    1.44% of the 13F portfolio, value $16,307,148.

    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 60,607 shares
    Change vs previous 13F +10,767 shares

    1.25% of the 13F portfolio, value $11,958,318.

    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 49,840 shares
    Change vs previous 13F +14,803 shares

    1.15% of the 13F portfolio, value $8,840,589.

    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 35,037 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $6,667,477.

    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).