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Intellus Advisors LLC: FYLD position timeline

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

Intellus Advisors LLC held 576,078 FYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 576,078 shares
    Change vs previous 13F +4,770 shares

    2.55% of the 13F portfolio, value $21,021,086.

    13F-HR 0001765380-26-000367 filed by Intellus 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 571,308 shares
    Change vs previous 13F +2,290 shares

    2.91% of the 13F portfolio, value $21,329,784.

    13F-HR 0001765380-26-000185 filed by Intellus 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 569,018 shares
    Change vs previous 13F +8,100 shares

    2.45% of the 13F portfolio, value $18,487,395.

    13F-HR 0001765380-26-000073 filed by Intellus 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 560,918 shares
    Change vs previous 13F +9,992 shares

    2.39% of the 13F portfolio, value $17,495,032.

    13F-HR 0001765380-25-000481 filed by Intellus 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 550,926 shares
    Change vs previous 13F +11,778 shares

    2.4% of the 13F portfolio, value $16,109,076.

    13F-HR 0001765380-25-000357 filed by Intellus 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 539,148 shares
    Change vs previous 13F +30,054 shares

    2.54% of the 13F portfolio, value $14,519,256.

    13F-HR 0001765380-25-000176 filed by Intellus 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 509,094 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $12,834,260.

    13F-HR 0001765380-25-000077 filed by Intellus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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