Skip to content
Disclosery

CarsonAllaria Wealth Management, Ltd.: PYLD position timeline

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

CarsonAllaria Wealth Management, Ltd. held 272,041 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,041 shares
    Change vs previous 13F +26,308 shares

    3.13% of the 13F portfolio, value $7,214,522.

    13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
    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 245,733 shares
    Change vs previous 13F +5,433 shares

    3.18% of the 13F portfolio, value $6,438,192.

    13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
    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 240,300 shares
    Change vs previous 13F +21,669 shares

    3.18% of the 13F portfolio, value $6,411,213.

    13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 218,631 shares
    Change vs previous 13F +18,610 shares

    3.05% of the 13F portfolio, value $5,868,044.

    13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
    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 200,021 shares
    Change vs previous 13F +12,430 shares

    2.85% of the 13F portfolio, value $5,308,580.

    13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
    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 187,591 shares
    Change vs previous 13F +13,317 shares

    2.86% of the 13F portfolio, value $4,943,037.

    13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
    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 174,274 shares
    Change vs previous 13F +11,861 shares

    2.59% of the 13F portfolio, value $4,517,184.

    13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
    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 162,413 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $4,328,328.

    13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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