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Sovran Advisors, LLC: SDY position timeline

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

Sovran Advisors, LLC held 9,157 SDY 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 9,157 shares
    Change vs previous 13F -37 shares

    0.11% of the 13F portfolio, value $1,453,268.

    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 9,194 shares
    Change vs previous 13F +195 shares

    0.11% of the 13F portfolio, value $1,379,751.

    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 8,999 shares
    Change vs previous 13F -578 shares

    0.11% of the 13F portfolio, value $1,319,762.

    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 9,577 shares
    Change vs previous 13F -2,735 shares

    0.12% of the 13F portfolio, value $1,315,240.

    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 12,312 shares
    Change vs previous 13F -180 shares

    0.18% of the 13F portfolio, value $1,702,665.

    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 12,492 shares
    Change vs previous 13F -1,534 shares

    0.21% of the 13F portfolio, value $1,616,840.

    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 14,026 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,838,668.

    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).