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IFP Advisors, Inc: PYLD position timeline

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

IFP Advisors, Inc held 35,073 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 35,073 shares
    Change vs previous 13F -3,788 shares

    0.02% of the 13F portfolio, value $930,136.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 38,861 shares
    Change vs previous 13F -10,309 shares

    0.02% of the 13F portfolio, value $1,018,158.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 49,170 shares
    Change vs previous 13F -2,665 shares

    0.03% of the 13F portfolio, value $1,311,856.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 51,835 shares
    Change vs previous 13F -4,894 shares

    0.04% of the 13F portfolio, value $1,391,251.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 56,729 shares
    Change vs previous 13F +3,357 shares

    0.04% of the 13F portfolio, value $1,505,550.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 53,372 shares
    Change vs previous 13F +254 shares

    0.04% of the 13F portfolio, value $1,406,321.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 53,118 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,376,839.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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