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CAPTRUST FINANCIAL ADVISORS: PYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PYLD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,895,527 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,895,527 shares
    Change vs previous 13F +47,180 shares

    0.08% of the 13F portfolio, value $50,269,383.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,848,347 shares
    Change vs previous 13F -137,710 shares

    0.08% of the 13F portfolio, value $48,425,377.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,986,057 shares
    Change vs previous 13F +86,378 shares

    0.1% of the 13F portfolio, value $52,987,991.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,899,679 shares
    Change vs previous 13F +284,486 shares

    0.1% of the 13F portfolio, value $50,987,392.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,615,193 shares
    Change vs previous 13F +190,709 shares

    0.1% of the 13F portfolio, value $42,867,211.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,424,484 shares
    Change vs previous 13F +614,777 shares

    0.09% of the 13F portfolio, value $37,535,154.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 809,707 shares
    Change vs previous 13F +503,805 shares

    0.06% of the 13F portfolio, value $20,987,606.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 305,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,152,288.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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