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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

  1. period ended2026-06-30
    13F 43,994 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 39,614 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 34,763 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 25,996 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 20,865 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 17,260 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,298 shares
    Change 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), ingested

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