Sovran Advisors, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovran Advisors, LLC on IWS, newest first. How the timeline and the estimate are built.
Sovran Advisors, LLC held 2,616 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 2,616 sharesChange vs previous 13F +291 shares
0.03% of the 13F portfolio, value $443,240.
13F-HR 0002051471-26-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,325 sharesChange vs previous 13F -6 shares
0.03% of the 13F portfolio, value $364,375.
13F-HR 0002051471-26-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,331 sharesChange vs previous 13F -96 shares
0.03% of the 13F portfolio, value $346,658.
13F-HR 0002051471-26-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,427 sharesChange vs previous 13F +27 shares
0.03% of the 13F portfolio, value $333,748.
13F-HR 0002051471-25-000007 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,400 sharesChange vs previous 13F -287 shares
0.03% of the 13F portfolio, value $322,314.
13F-HR 0002051471-25-000004 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,687 sharesChange vs previous 13F +102 shares
0.04% of the 13F portfolio, value $317,729.
13F-HR 0002051471-25-000003 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,585 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $336,960.
13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).