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EHRLICH FINANCIAL GROUP: PYLD position timeline

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

EHRLICH FINANCIAL GROUP held 98,602 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,602 shares
    Change vs previous 13F +1,634 shares

    1.34% of the 13F portfolio, value $2,614,925.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 96,968 shares
    Change vs previous 13F +5,200 shares

    1.46% of the 13F portfolio, value $2,540,562.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 91,768 shares
    Change vs previous 13F +27,341 shares

    1.39% of the 13F portfolio, value $2,448,370.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 64,427 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,729,221.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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