Sovereign Investment Advisors, LLC
Holdings in PAA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,454,358 | 526,412 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $9,023,562 | 528,931 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $9,690,015 | 528,931 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $10,578,620 | 528,931 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $9,034,141 | 528,931 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $9,187,531 | 528,931 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $9,446,707 | 528,931 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $9,288,028 | 528,931 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $8,013,304 | 528,931 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $8,103,222 | 528,931 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $7,457,927 | 528,931 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $6,595,769 | 528,931 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $6,220,228 | 528,931 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $5,564,354 | 528,931 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $5,194,102 | 528,931 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $5,691,297 | 528,931 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $4,940,215 | 528,931 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $5,379,228 | 528,931 | Shares | Sole | 2022-02-07 |
| 2021-06-30 | $6,008,656 | 528,931 | Shares | Sole | 2022-02-07 |
| 2021-03-31 | $4,813,272 | 528,931 | Shares | Sole | 2022-02-07 |
| 2020-12-31 | $4,358,391 | 528,931 | Shares | Sole | 2022-02-07 |
| 2020-09-30 | $3,163,007 | 528,931 | Shares | Sole | 2022-02-07 |