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Disclosery

Sovran Advisors, LLC: SCHW position timeline

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

Sovran Advisors, LLC held 16,193 SCHW 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 16,193 shares
    Change vs previous 13F +650 shares

    0.13% of the 13F portfolio, value $1,715,972.

    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 15,543 shares
    Change vs previous 13F +954 shares

    0.11% of the 13F portfolio, value $1,424,361.

    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 14,589 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,499,166.

    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).