Skip to content
Disclosery

IFC Advisors LLC: UYLD position timeline

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

IFC Advisors LLC held 268,980 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,980 shares
    Change vs previous 13F -44,933 shares

    1.74% of the 13F portfolio, value $13,719,345.

    13F-HR 0002053348-26-000004 filed by IFC Advisors 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 313,913 shares
    Change vs previous 13F +88,758 shares

    2.29% of the 13F portfolio, value $16,020,527.

    13F-HR 0002053348-26-000003 filed by IFC 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 ended2025-12-31
    13F 225,155 shares
    Change vs previous 13F -53,825 shares

    1.68% of the 13F portfolio, value $11,515,506.

    13F-HR 0002053348-26-000001 filed by IFC 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 ended2025-09-30
    13F 278,980 shares
    Change vs previous 13F +132,801 shares

    2.61% of the 13F portfolio, value $14,268,411.

    13F-HR 0002053348-25-000006 filed by IFC 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 ended2025-06-30
    13F 146,179 shares
    Change vs previous 13F -2,787 shares

    1.4% of the 13F portfolio, value $7,465,362.

    13F-HR 0002053348-25-000005 filed by IFC 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 ended2025-03-31
    13F 148,966 shares
    Change vs previous 13F +92,463 shares

    1.59% of the 13F portfolio, value $7,610,673.

    13F-HR 0002053348-25-000003 filed by IFC 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 ended2024-12-31
    13F 56,503 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,885,326.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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