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Transamerica Financial Advisors, LLC: UYLD position timeline

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

Transamerica Financial Advisors, LLC held 45,370 UYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,370 shares
    Change vs previous 13F -1,034 shares

    0.2% of the 13F portfolio, value $2,314,279.

    13F-HR 0001502149-26-000010 filed by Transamerica 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 46,404 shares
    Change vs previous 13F -2,405 shares

    0.2% of the 13F portfolio, value $2,368,275.

    13F-HR 0001502149-26-000006 filed by Transamerica 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 48,809 shares
    Change vs previous 13F +277 shares

    0.21% of the 13F portfolio, value $2,496,310.

    13F-HR 0001502149-26-000003 filed by Transamerica 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 48,532 shares
    Change vs previous 13F -534 shares

    0.21% of the 13F portfolio, value $2,482,152.

    13F-HR 0001502149-25-000029 filed by Transamerica 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 49,066 shares
    Change vs previous 13F -1,295 shares

    0.24% of the 13F portfolio, value $2,505,777.

    13F-HR 0001502149-25-000023 filed by Transamerica 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 50,361 shares
    Change vs previous 13F -2,328 shares

    0.26% of the 13F portfolio, value $2,573,000.

    13F-HR 0001502149-25-000012 filed by Transamerica 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 52,689 shares
    Change vs previous 13F -2,013 shares

    0.27% of the 13F portfolio, value $2,691,000.

    13F-HR 0000099189-25-000006 filed by Transamerica 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 54,702 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,800,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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