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Sovran Advisors, LLC: LQD position timeline

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

Sovran Advisors, LLC held 28,309 LQD 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 28,309 shares
    Change vs previous 13F +5,031 shares

    0.23% of the 13F portfolio, value $3,024,284.

    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 23,278 shares
    Change vs previous 13F +3,746 shares

    0.2% of the 13F portfolio, value $2,533,823.

    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 19,532 shares
    Change vs previous 13F +2,386 shares

    0.18% of the 13F portfolio, value $2,165,911.

    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 17,146 shares
    Change vs previous 13F -5,955 shares

    0.17% of the 13F portfolio, value $1,914,845.

    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 23,101 shares
    Change vs previous 13F +1,196 shares

    0.26% of the 13F portfolio, value $2,497,187.

    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 21,905 shares
    Change vs previous 13F +5,250 shares

    0.3% of the 13F portfolio, value $2,338,337.

    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 16,655 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,752,387.

    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).