Investment Advisory Group, LLC: PYLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Group, LLC on PYLD, newest first. How the timeline and the estimate are built.
Investment Advisory Group, LLC held 43,994 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 43,994 sharesChange vs previous 13F +4,380 shares
0.25% of the 13F portfolio, value $1,166,724.
13F-HR 0001951757-26-001112 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,614 sharesChange vs previous 13F +4,851 shares
0.26% of the 13F portfolio, value $1,037,881.
13F-HR 0001951757-26-000704 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 34,763 sharesChange vs previous 13F +8,767 shares
0.24% of the 13F portfolio, value $927,479.
13F-HR 0001951757-26-000283 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,996 sharesChange vs previous 13F +5,131 shares
0.19% of the 13F portfolio, value $697,727.
13F-HR 0001951757-25-001244 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,865 sharesChange vs previous 13F +3,605 shares
0.17% of the 13F portfolio, value $553,754.
13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,260 sharesChange vs previous 13F +1,962 shares
0.15% of the 13F portfolio, value $454,790.
13F-HR 0001951757-25-000353 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,298 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $396,525.
13F-HR 0001951757-25-000066 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).