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Disclosery

Beacon Financial Advisory LLC: PYLD position timeline

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

Beacon Financial Advisory LLC held 101,477 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,477 shares
    Change vs previous 13F +17,867 shares

    0.53% of the 13F portfolio, value $2,691,165.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 83,610 shares
    Change vs previous 13F -8,432 shares

    0.49% of the 13F portfolio, value $2,190,572.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 92,042 shares
    Change vs previous 13F -351,014 shares

    0.57% of the 13F portfolio, value $2,455,688.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 443,056 shares
    Change vs previous 13F +86,920 shares

    2.75% of the 13F portfolio, value $11,891,618.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 356,136 shares
    Change vs previous 13F +53,754 shares

    2.44% of the 13F portfolio, value $9,451,845.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 302,382 shares
    Change vs previous 13F +43,216 shares

    2.41% of the 13F portfolio, value $7,967,777.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 259,166 shares
    Change vs previous 13F +72,226 shares

    2.19% of the 13F portfolio, value $6,717,595.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 186,940 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $4,981,944.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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