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Disclosery

Sovran Advisors, LLC: PTY position timeline

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

Sovran Advisors, LLC held 55,763 PTY 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 55,763 shares
    Change vs previous 13F +1,064 shares

    0.05% of the 13F portfolio, value $654,106.

    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 54,699 shares
    Change vs previous 13F -90 shares

    0.05% of the 13F portfolio, value $668,975.

    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 54,789 shares
    Change vs previous 13F -91,157 shares

    0.06% of the 13F portfolio, value $715,550.

    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 145,946 shares
    Change vs previous 13F -22,731 shares

    0.18% of the 13F portfolio, value $2,002,379.

    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 168,677 shares
    Change vs previous 13F +434 shares

    0.25% of the 13F portfolio, value $2,344,610.

    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 168,243 shares
    Change vs previous 13F +108,381 shares

    0.29% of the 13F portfolio, value $2,215,760.

    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 59,862 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $857,822.

    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).