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Rollins Financial Advisors, LLC: PYLD position timeline

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

Rollins Financial Advisors, LLC held 341,376 PYLD 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 341,376 shares
    Change vs previous 13F -3,414 shares

    1.19% of the 13F portfolio, value $9,053,299.

    13F-HR 0001765380-26-000270 filed by Rollins Financial 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 344,790 shares
    Change vs previous 13F +43,877 shares

    1.43% of the 13F portfolio, value $9,033,489.

    13F-HR 0001765380-26-000159 filed by Rollins Financial 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 300,913 shares
    Change vs previous 13F +136,642 shares

    1.18% of the 13F portfolio, value $8,028,368.

    13F-HR 0001884018-26-000001 filed by Rollins Financial 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 164,271 shares
    Change vs previous 13F +63,367 shares

    0.67% of the 13F portfolio, value $4,409,025.

    13F-HR 0001765380-25-000462 filed by Rollins Financial 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 100,904 shares
    Change vs previous 13F +32,044 shares

    0.43% of the 13F portfolio, value $2,677,993.

    13F-HR 0001765380-25-000307 filed by Rollins Financial 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/A 68,860 shares
    Change vs previous 13F +47,000 shares

    0.32% of the 13F portfolio, value $1,814,466.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, 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 21,860 shares
    Change vs previous 13F +4,265 shares

    0.09% of the 13F portfolio, value $566,611.

    13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, 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 17,595 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $468,907.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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