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Kovack Advisors, Inc.: IYLD position timeline

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

Kovack Advisors, Inc. held 55,380 IYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,380 shares
    Change vs previous 13F -6,044 shares

    0.06% of the 13F portfolio, value $1,228,328.

    13F-HR 0001728321-26-000004 filed by Kovack 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 61,424 shares
    Change vs previous 13F +6,515 shares

    0.07% of the 13F portfolio, value $1,340,886.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 54,909 shares
    Change vs previous 13F +12,903 shares

    0.06% of the 13F portfolio, value $1,176,151.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 42,006 shares
    Change vs previous 13F -9,906 shares

    0.08% of the 13F portfolio, value $893,880.

    13F-HR 0001728321-25-000005 filed by Kovack 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 51,912 shares
    Change vs previous 13F -1,493 shares

    0.11% of the 13F portfolio, value $1,077,477.

    13F-HR 0001085146-25-004483 filed by Kovack 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 53,405 shares
    Change vs previous 13F +7,650 shares

    0.11% of the 13F portfolio, value $1,072,372.

    13F-HR 0001085146-25-002653 filed by Kovack 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 45,755 shares
    Change vs previous 13F +13,500 shares

    0.09% of the 13F portfolio, value $891,307.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 32,255 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $666,421.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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