Skip to content
Disclosery

Sovran Advisors, LLC: PDI position timeline

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

Sovran Advisors, LLC held 44,226 PDI 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 44,226 shares
    Change vs previous 13F -1,111 shares

    0.05% of the 13F portfolio, value $710,715.

    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 45,337 shares
    Change vs previous 13F +593 shares

    0.06% of the 13F portfolio, value $791,127.

    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 44,744 shares
    Change vs previous 13F -28,161 shares

    0.07% of the 13F portfolio, value $810,755.

    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 72,905 shares
    Change vs previous 13F -8,901 shares

    0.12% of the 13F portfolio, value $1,325,414.

    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 81,806 shares
    Change vs previous 13F +25,942 shares

    0.16% of the 13F portfolio, value $1,565,765.

    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 55,864 shares
    Change vs previous 13F -136,896 shares

    0.13% of the 13F portfolio, value $998,287.

    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 192,760 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,621,962.

    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).