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Sovran Advisors, LLC: QUAL position timeline

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

Sovran Advisors, LLC held 57,830 QUAL 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 57,830 shares
    Change vs previous 13F -16,230 shares

    0.93% of the 13F portfolio, value $12,490,113.

    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 74,060 shares
    Change vs previous 13F +3,104 shares

    1.2% of the 13F portfolio, value $15,348,901.

    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 70,956 shares
    Change vs previous 13F -15,849 shares

    1.23% of the 13F portfolio, value $14,438,896.

    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 86,805 shares
    Change vs previous 13F +10,091 shares

    1.51% of the 13F portfolio, value $17,074,553.

    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 76,714 shares
    Change vs previous 13F +10,442 shares

    1.48% of the 13F portfolio, value $14,100,759.

    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 66,272 shares
    Change vs previous 13F +7,609 shares

    1.39% of the 13F portfolio, value $10,698,251.

    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 58,663 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $10,362,278.

    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).