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ISLAY CAPITAL MANAGEMENT, LLC: UYLD position timeline

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

ISLAY CAPITAL MANAGEMENT, LLC held 218,490 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,490 shares
    Change vs previous 13F +43,033 shares

    5.23% of the 13F portfolio, value $11,144,065.

    13F-HR 0001941040-26-000586 filed by ISLAY CAPITAL MANAGEMENT, 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 175,457 shares
    Change vs previous 13F +23,380 shares

    4.55% of the 13F portfolio, value $8,954,467.

    13F-HR 0001941040-26-000365 filed by ISLAY CAPITAL MANAGEMENT, 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 152,077 shares
    Change vs previous 13F +7,806 shares

    4.57% of the 13F portfolio, value $7,777,931.

    13F-HR 0001941040-26-000161 filed by ISLAY CAPITAL MANAGEMENT, 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 144,271 shares
    Change vs previous 13F +66,382 shares

    4.24% of the 13F portfolio, value $7,378,717.

    13F-HR 0001941040-25-000646 filed by ISLAY CAPITAL MANAGEMENT, 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 77,889 shares
    Change vs previous 13F +14,752 shares

    2.56% of the 13F portfolio, value $3,977,801.

    13F-HR 0001941040-25-000455 filed by ISLAY CAPITAL MANAGEMENT, 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 63,137 shares
    Change vs previous 13F +24,650 shares

    2.18% of the 13F portfolio, value $3,225,669.

    13F-HR 0001941040-25-000306 filed by ISLAY CAPITAL MANAGEMENT, 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 38,487 shares
    Change vs previous 13F -1,926 shares

    1.36% of the 13F portfolio, value $1,965,339.

    13F-HR 0001941040-25-000146 filed by ISLAY CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 40,413 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,067,933.

    13F-HR/A 0001941040-24-000484 filed by ISLAY CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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