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EnRich Financial Partners LLC: PYLD position timeline

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

EnRich Financial Partners LLC held 973,138 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 973,138 shares
    Change vs previous 13F +70,385 shares

    6.13% of the 13F portfolio, value $25,807,607.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 902,753 shares
    Change vs previous 13F +11,722 shares

    6.27% of the 13F portfolio, value $23,652,116.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 891,031 shares
    Change vs previous 13F +43,564 shares

    6.48% of the 13F portfolio, value $23,772,696.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 847,467 shares
    Change vs previous 13F +14,730 shares

    6.47% of the 13F portfolio, value $22,746,025.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 832,737 shares
    Change vs previous 13F +32,074 shares

    6.78% of the 13F portfolio, value $22,100,846.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 800,663 shares
    Change vs previous 13F +70,571 shares

    7.09% of the 13F portfolio, value $21,097,469.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 730,092 shares
    Change vs previous 13F +12,538 shares

    6.3% of the 13F portfolio, value $18,924,008.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 717,554 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $19,122,815.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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