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Aprio Wealth Management, LLC: PYLD position timeline

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

Aprio Wealth Management, LLC held 1,335,187 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 1,335,187 shares
    Change vs previous 13F +151,270 shares

    1.75% of the 13F portfolio, value $35,409,150.

    13F-HR 0001398344-26-012645 filed by Aprio 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 1,183,917 shares
    Change vs previous 13F +112,014 shares

    1.69% of the 13F portfolio, value $31,018,622.

    13F-HR 0001398344-26-008933 filed by Aprio 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 1,071,903 shares
    Change vs previous 13F +67,567 shares

    1.64% of the 13F portfolio, value $28,598,377.

    13F-HR 0001803519-26-000001 filed by Aprio 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 1,004,336 shares
    Change vs previous 13F +153,174 shares

    2.68% of the 13F portfolio, value $26,956,370.

    13F-HR 0001803519-25-000006 filed by Aprio 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 851,162 shares
    Change vs previous 13F +498,780 shares

    2.55% of the 13F portfolio, value $22,589,832.

    13F-HR 0001803519-25-000004 filed by Aprio 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 352,382 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $9,285,266.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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