Sovereign Investment Advisors, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sovereign Investment Advisors, LLC opened 126 positions, added to 24, reduced 14 and sold out of 67.
- Q2 2026: Stock MS; Country of operation United States; Class COM NEW; Shares before 0.
- Q2 2026: Stock TXN; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock V; Country of operation United States; Class COM CL A; Shares before 0.
- Q2 2026: Stock TGT; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908165), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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