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BEACON FINANCIAL PLANNING, INC: PYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL PLANNING, INC on PYLD, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL PLANNING, INC held 86,911 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,911 shares
    Change vs previous 13F +1,365 shares

    0.78% of the 13F portfolio, value $2,304,892.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL PLANNING, INC
    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 85,546 shares
    Change vs previous 13F +38,954 shares

    0.87% of the 13F portfolio, value $2,241,306.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL PLANNING, INC
    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 46,592 shares
    Change vs previous 13F +3,054 shares

    0.6% of the 13F portfolio, value $1,243,085.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL PLANNING, INC
    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 43,538 shares
    Change vs previous 13F +1,056 shares

    0.61% of the 13F portfolio, value $1,168,566.

    13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL PLANNING, INC
    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 42,482 shares
    Change vs previous 13F -537 shares

    0.63% of the 13F portfolio, value $1,127,466.

    13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL PLANNING, INC
    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 43,019 shares
    Change vs previous 13F +8,014 shares

    0.65% of the 13F portfolio, value $1,133,546.

    13F-HR 0001951757-25-000450 filed by BEACON FINANCIAL PLANNING, INC
    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 35,005 shares
    Change vs previous 13F +19,116 shares

    0.53% of the 13F portfolio, value $907,341.

    13F-HR 0001951757-25-000132 filed by BEACON FINANCIAL PLANNING, INC
    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 15,889 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $423,444.

    13F-HR 0001951757-24-001110 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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