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Fiduciary Alliance LLC: PYLD position timeline

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

Fiduciary Alliance LLC held 401,140 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,140 shares
    Change vs previous 13F +35,275 shares

    0.72% of the 13F portfolio, value $10,638,243.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 365,865 shares
    Change vs previous 13F +93,788 shares

    0.59% of the 13F portfolio, value $9,710,065.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 272,077 shares
    Change vs previous 13F +33,681 shares

    0.47% of the 13F portfolio, value $7,259,022.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 238,396 shares
    Change vs previous 13F +26,815 shares

    0.43% of the 13F portfolio, value $6,398,558.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 211,581 shares
    Change vs previous 13F +55,960 shares

    0.42% of the 13F portfolio, value $5,615,360.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 155,621 shares
    Change vs previous 13F +12,446 shares

    0.4% of the 13F portfolio, value $4,100,613.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 143,175 shares
    Change vs previous 13F +4,717 shares

    0.38% of the 13F portfolio, value $3,711,096.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 138,458 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,689,906.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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