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STEEL GROVE CAPITAL ADVISORS, LLC: UYLD position timeline

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

STEEL GROVE CAPITAL ADVISORS, LLC held 253,126 UYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 253,126 shares
    Change vs previous 13F +45,529 shares

    1.15% of the 13F portfolio, value $12,841,284.

    13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 207,597 shares
    Change vs previous 13F -65,632 shares

    0.99% of the 13F portfolio, value $10,588,474.

    13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL 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 ended2026-03-31
    13F 273,229 shares
    Change vs previous 13F -89 shares

    1.47% of the 13F portfolio, value $13,944,238.

    13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL 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 ended2025-12-31
    13F 273,318 shares
    Change vs previous 13F +111,348 shares

    1.45% of the 13F portfolio, value $13,978,791.

    13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL 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 ended2025-09-30
    13F 161,970 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $8,271,796.

    13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL 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 ended2025-06-30
    13F 161,970 shares
    Change vs previous 13F +100,390 shares

    0.98% of the 13F portfolio, value $8,271,796.

    13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL 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 ended2025-03-31
    13F 61,580 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,146,121.

    13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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