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ALM First Financial Advisors, LLC: FYLD position timeline

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

ALM First Financial Advisors, LLC held 1,477,500 FYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,477,500 shares
    Change vs previous 13F 0 shares

    3.41% of the 13F portfolio, value $21,585,795.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,477,500 shares
    Change vs previous 13F +994,955 shares

    9.08% of the 13F portfolio, value $53,913,975.

    13F-HR 0001950054-26-000007 filed by ALM First Financial 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 ended2026-03-31
    13F 482,545 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $16,377,632.

    13F-HR 0001950054-26-000005 filed by ALM First Financial 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 ended2025-12-31
    13F 482,545 shares
    Change vs previous 13F 0 shares

    3.11% of the 13F portfolio, value $15,677,887.

    13F-HR 0001950054-26-000002 filed by ALM First Financial 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 ended2025-09-30
    13F 482,545 shares
    Change vs previous 13F 0 shares

    3.04% of the 13F portfolio, value $15,050,579.

    13F-HR 0001950054-25-000009 filed by ALM First Financial 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 ended2025-06-30
    13F 482,545 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $14,109,616.

    13F-HR 0001950054-25-000004 filed by ALM First Financial 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 ended2025-03-31
    13F 482,545 shares
    Change vs previous 13F +34,607 shares

    2.97% of the 13F portfolio, value $12,994,937.

    13F-HR 0001950054-25-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 447,938 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $11,292,517.

    13F-HR 0001861163-25-000001 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).