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Sovran Advisors, LLC: IVV position timeline

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

Sovran Advisors, LLC held 67,645 IVV 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 67,645 shares
    Change vs previous 13F +15,231 shares

    3.75% of the 13F portfolio, value $50,342,253.

    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 52,414 shares
    Change vs previous 13F +8,263 shares

    2.97% of the 13F portfolio, value $37,846,914.

    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 44,151 shares
    Change vs previous 13F +284 shares

    2.61% of the 13F portfolio, value $30,698,944.

    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 43,867 shares
    Change vs previous 13F +2,854 shares

    2.65% of the 13F portfolio, value $29,971,088.

    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 41,013 shares
    Change vs previous 13F -18,649 shares

    2.68% of the 13F portfolio, value $25,564,842.

    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 59,662 shares
    Change vs previous 13F -4,406 shares

    4.09% of the 13F portfolio, value $31,541,562.

    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 64,068 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $37,479,170.

    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).