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Disclosery

Sovran Advisors, LLC: IVW position timeline

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

Sovran Advisors, LLC held 138,359 IVW 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 138,359 shares
    Change vs previous 13F +6,041 shares

    1.36% of the 13F portfolio, value $18,239,760.

    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 132,318 shares
    Change vs previous 13F +9,526 shares

    1.35% of the 13F portfolio, value $17,177,550.

    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 122,792 shares
    Change vs previous 13F +397 shares

    1.29% of the 13F portfolio, value $15,204,159.

    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 122,395 shares
    Change vs previous 13F +10,177 shares

    1.35% of the 13F portfolio, value $15,225,949.

    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 112,218 shares
    Change vs previous 13F +4,520 shares

    1.29% of the 13F portfolio, value $12,332,801.

    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 107,698 shares
    Change vs previous 13F +6,747 shares

    1.24% of the 13F portfolio, value $9,527,002.

    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 100,951 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $10,148,640.

    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).