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AE Wealth Management LLC: PYLD position timeline

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

AE Wealth Management LLC held 7,451,681 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,451,681 shares
    Change vs previous 13F -493,728 shares

    0.92% of the 13F portfolio, value $197,618,669.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 7,945,409 shares
    Change vs previous 13F +1,466,190 shares

    1.13% of the 13F portfolio, value $208,169,698.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 6,479,219 shares
    Change vs previous 13F +1,716,503 shares

    0.99% of the 13F portfolio, value $172,865,587.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 4,762,716 shares
    Change vs previous 13F +231,238 shares

    0.81% of the 13F portfolio, value $127,831,288.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 4,531,478 shares
    Change vs previous 13F +1,364,400 shares

    0.88% of the 13F portfolio, value $120,265,388.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 3,167,078 shares
    Change vs previous 13F +514,758 shares

    0.7% of the 13F portfolio, value $83,452,561.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 2,652,320 shares
    Change vs previous 13F +531,698 shares

    0.58% of the 13F portfolio, value $68,748,059.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 2,120,622 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $56,514,560.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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