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Sovran Advisors, LLC: IYW position timeline

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

Sovran Advisors, LLC held 16,689 IYW 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 16,689 shares
    Change vs previous 13F -1,501 shares

    0.29% of the 13F portfolio, value $3,875,222.

    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 18,190 shares
    Change vs previous 13F +309 shares

    0.31% of the 13F portfolio, value $3,967,451.

    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 17,881 shares
    Change vs previous 13F -234 shares

    0.3% of the 13F portfolio, value $3,574,436.

    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 18,115 shares
    Change vs previous 13F -12,540 shares

    0.33% of the 13F portfolio, value $3,765,294.

    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 30,655 shares
    Change vs previous 13F +270 shares

    0.56% of the 13F portfolio, value $5,360,663.

    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 30,385 shares
    Change vs previous 13F -602 shares

    0.52% of the 13F portfolio, value $3,990,522.

    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 30,987 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,852,599.

    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).