Skip to content
Disclosery

PKS Advisory Services, LLC: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PKS Advisory Services, LLC on XYLD, newest first. How the timeline and the estimate are built.

PKS Advisory Services, LLC held 16,787 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,787 shares
    Change vs previous 13F +1,010 shares

    0.11% of the 13F portfolio, value $684,742.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 15,777 shares
    Change vs previous 13F +306 shares

    0.14% of the 13F portfolio, value $617,354.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 15,471 shares
    Change vs previous 13F +1,395 shares

    0.14% of the 13F portfolio, value $628,587.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 14,076 shares
    Change vs previous 13F +1,053 shares

    0.12% of the 13F portfolio, value $552,624.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 13,023 shares
    Change vs previous 13F +557 shares

    0.13% of the 13F portfolio, value $507,116.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 12,466 shares
    Change vs previous 13F +1,875 shares

    0.13% of the 13F portfolio, value $491,493.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 10,591 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $443,762.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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