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RFG Advisory, LLC: PYLD position timeline

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

RFG Advisory, LLC held 1,516,100 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 1,516,100 shares
    Change vs previous 13F +895,515 shares

    0.63% of the 13F portfolio, value $40,206,966.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 620,585 shares
    Change vs previous 13F +292,370 shares

    0.3% of the 13F portfolio, value $16,259,318.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 328,215 shares
    Change vs previous 13F +68,742 shares

    0.16% of the 13F portfolio, value $8,756,789.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 259,473 shares
    Change vs previous 13F +178,378 shares

    0.14% of the 13F portfolio, value $6,964,251.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 81,095 shares
    Change vs previous 13F +23,246 shares

    0.05% of the 13F portfolio, value $2,152,272.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 57,849 shares
    Change vs previous 13F +31,137 shares

    0.04% of the 13F portfolio, value $1,524,312.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 26,712 shares
    Change vs previous 13F +3,596 shares

    0.02% of the 13F portfolio, value $692,369.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 23,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,040.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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