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CASTLE WEALTH MANAGEMENT LLC: PYLD position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 667,152 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 667,152 shares
    Change vs previous 13F +20,489 shares

    5.24% of the 13F portfolio, value $17,692,884.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 646,663 shares
    Change vs previous 13F +39,193 shares

    5.49% of the 13F portfolio, value $16,942,579.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 607,470 shares
    Change vs previous 13F +40,621 shares

    5.39% of the 13F portfolio, value $16,283,901.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 566,849 shares
    Change vs previous 13F +26,047 shares

    5.14% of the 13F portfolio, value $15,214,228.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 540,802 shares
    Change vs previous 13F +30,078 shares

    5.21% of the 13F portfolio, value $14,352,886.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 510,724 shares
    Change vs previous 13F +25,590 shares

    5.27% of the 13F portfolio, value $13,457,576.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 485,134 shares
    Change vs previous 13F +56,203 shares

    4.97% of the 13F portfolio, value $12,635,241.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 428,931 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $11,431,015.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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