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Disclosery

DAVENPORT & Co LLC: YLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on YLD, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 18,624 YLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,624 shares
    Change vs previous 13F -2,280 shares

    <0.01% of the 13F portfolio, value $355,346.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 20,904 shares
    Change vs previous 13F -3,968 shares

    <0.01% of the 13F portfolio, value $396,334.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 24,872 shares
    Change vs previous 13F -505 shares

    <0.01% of the 13F portfolio, value $472,687.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 25,377 shares
    Change vs previous 13F +4,669 shares

    <0.01% of the 13F portfolio, value $493,562.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 20,708 shares
    Change vs previous 13F +5,527 shares

    <0.01% of the 13F portfolio, value $401,116.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 15,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $289,195.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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