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Kovack Advisors, Inc.: QYLD position timeline

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

Kovack Advisors, Inc. held 78,975 QYLD 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 78,975 shares
    Change vs previous 13F -8,004 shares

    0.07% of the 13F portfolio, value $1,448,565.

    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 86,979 shares
    Change vs previous 13F -3,203 shares

    0.08% of the 13F portfolio, value $1,498,251.

    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 90,182 shares
    Change vs previous 13F +34,274 shares

    0.08% of the 13F portfolio, value $1,593,509.

    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 55,908 shares
    Change vs previous 13F +4,173 shares

    0.09% of the 13F portfolio, value $950,995.

    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 51,735 shares
    Change vs previous 13F +24,083 shares

    0.08% of the 13F portfolio, value $865,009.

    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 27,652 shares
    Change vs previous 13F +1,756 shares

    0.05% of the 13F portfolio, value $459,853.

    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 25,896 shares
    Change vs previous 13F -51 shares

    0.05% of the 13F portfolio, value $471,825.

    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 25,947 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $468,084.

    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).