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Disclosery

Sovran Advisors, LLC: USEP position timeline

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

Sovran Advisors, LLC held 559,190 USEP 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 559,190 shares
    Change vs previous 13F -511 shares

    1.73% of the 13F portfolio, value $23,245,528.

    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 559,701 shares
    Change vs previous 13F +24,403 shares

    1.78% of the 13F portfolio, value $22,673,488.

    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 535,298 shares
    Change vs previous 13F -86,491 shares

    1.8% of the 13F portfolio, value $21,176,389.

    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 621,789 shares
    Change vs previous 13F +20,722 shares

    2.14% of the 13F portfolio, value $24,209,976.

    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 601,067 shares
    Change vs previous 13F +46,407 shares

    2.33% of the 13F portfolio, value $22,205,819.

    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 554,660 shares
    Change vs previous 13F +32,759 shares

    2.4% of the 13F portfolio, value $18,476,279.

    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 521,901 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $18,315,594.

    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).