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Disclosery

Sovran Advisors, LLC: IWY position timeline

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

Sovran Advisors, LLC held 15,591 IWY 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 15,591 shares
    Change vs previous 13F +140 shares

    0.32% of the 13F portfolio, value $4,236,524.

    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 15,451 shares
    Change vs previous 13F +652 shares

    0.34% of the 13F portfolio, value $4,310,299.

    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 14,799 shares
    Change vs previous 13F -720 shares

    0.34% of the 13F portfolio, value $4,059,000.

    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 15,519 shares
    Change vs previous 13F +1,173 shares

    0.39% of the 13F portfolio, value $4,403,266.

    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 14,346 shares
    Change vs previous 13F -325 shares

    0.37% of the 13F portfolio, value $3,537,174.

    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 14,671 shares
    Change vs previous 13F -447 shares

    0.38% of the 13F portfolio, value $2,931,999.

    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 15,118 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,485,304.

    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).