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LVW Advisors, LLC: PYLD position timeline

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

LVW Advisors, LLC held 299,338 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,338 shares
    Change vs previous 13F -10,432 shares

    0.69% of the 13F portfolio, value $7,938,444.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 309,770 shares
    Change vs previous 13F +20,122 shares

    0.79% of the 13F portfolio, value $8,115,974.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 289,648 shares
    Change vs previous 13F +6,603 shares

    0.78% of the 13F portfolio, value $7,727,809.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, 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 283,045 shares
    Change vs previous 13F +13,323 shares

    0.79% of the 13F portfolio, value $7,596,928.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, 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 269,722 shares
    Change vs previous 13F +12,487 shares

    0.8% of the 13F portfolio, value $7,158,422.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, 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 257,235 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,778,143.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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