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Sage Mountain Advisors LLC: UYLD position timeline

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

Sage Mountain Advisors LLC held 155,404 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,404 shares
    Change vs previous 13F +29,164 shares

    0.49% of the 13F portfolio, value $7,926,371.

    13F-HR 0001398344-26-013547 filed by Sage Mountain 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 126,240 shares
    Change vs previous 13F -132 shares

    0.45% of the 13F portfolio, value $6,442,645.

    13F-HR 0001398344-26-008901 filed by Sage Mountain 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 126,372 shares
    Change vs previous 13F +17,193 shares

    0.34% of the 13F portfolio, value $6,463,254.

    13F-HR 0001398344-26-001120 filed by Sage Mountain 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 109,179 shares
    Change vs previous 13F +48,748 shares

    0.32% of the 13F portfolio, value $5,583,960.

    13F-HR 0001398344-25-019993 filed by Sage Mountain 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 60,431 shares
    Change vs previous 13F -6,305 shares

    0.2% of the 13F portfolio, value $3,086,211.

    13F-HR 0001398344-25-014219 filed by Sage Mountain 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 66,736 shares
    Change vs previous 13F -909 shares

    0.25% of the 13F portfolio, value $3,409,542.

    13F-HR 0001398344-25-008521 filed by Sage Mountain 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 67,645 shares
    Change vs previous 13F +8,699 shares

    0.25% of the 13F portfolio, value $3,454,292.

    13F-HR 0001398344-25-002201 filed by Sage Mountain 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 58,946 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,016,267.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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