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Disclosery

Sovran Advisors, LLC: SPY position timeline

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

Sovran Advisors, LLC held 32,419 SPY 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 32,419 shares
    Change vs previous 13F +1,921 shares

    1.79% of the 13F portfolio, value $24,017,641.

    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 30,498 shares
    Change vs previous 13F +1,726 shares

    1.72% of the 13F portfolio, value $21,917,641.

    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 28,772 shares
    Change vs previous 13F +5,274 shares

    1.69% of the 13F portfolio, value $19,917,455.

    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 23,498 shares
    Change vs previous 13F +467 shares

    1.41% of the 13F portfolio, value $15,974,812.

    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 23,031 shares
    Change vs previous 13F +1,023 shares

    1.5% of the 13F portfolio, value $14,287,059.

    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 22,008 shares
    Change vs previous 13F +726 shares

    1.5% of the 13F portfolio, value $11,585,169.

    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 21,282 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $12,390,016.

    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).