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Summit Investment Advisory Services, LLC: PYLD position timeline

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

Summit Investment Advisory Services, LLC held 61,379 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,379 shares
    Change vs previous 13F +5,212 shares

    0.41% of the 13F portfolio, value $1,627,773.

    13F-HR 0001951757-26-001053 filed by Summit Investment 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 56,167 shares
    Change vs previous 13F +5,337 shares

    0.55% of the 13F portfolio, value $1,471,560.

    13F-HR 0001951757-26-000713 filed by Summit Investment 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 50,830 shares
    Change vs previous 13F +8,208 shares

    0.51% of the 13F portfolio, value $1,356,131.

    13F-HR 0001951757-26-000354 filed by Summit Investment 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/A 42,622 shares
    Change vs previous 13F +16,828 shares

    0.46% of the 13F portfolio, value $1,143,969.

    13F-HR/A 0001951757-25-001317 filed by Summit Investment 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/A 25,794 shares
    Change vs previous 13F +11,444 shares

    0.3% of the 13F portfolio, value $684,571.

    13F-HR/A 0001951757-25-001318 filed by Summit Investment 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 14,350 shares
    Change vs previous 13F +2,644 shares

    0.19% of the 13F portfolio, value $378,115.

    13F-HR 0001951757-25-000327 filed by Summit Investment 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 11,706 shares
    Change vs previous 13F +4,147 shares

    0.16% of the 13F portfolio, value $303,409.

    13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, 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 7,559 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,439.

    13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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