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Disclosery

Falcon Wealth Planning: PYLD position timeline

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

Falcon Wealth Planning held 2,529,761 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,529,761 shares
    Change vs previous 13F +161,121 shares

    4.24% of the 13F portfolio, value $67,089,264.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 2,368,640 shares
    Change vs previous 13F +259,309 shares

    4.23% of the 13F portfolio, value $62,058,366.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 2,109,331 shares
    Change vs previous 13F +147,719 shares

    4.74% of the 13F portfolio, value $56,276,959.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 1,961,612 shares
    Change vs previous 13F +148,045 shares

    4.73% of the 13F portfolio, value $52,649,660.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 1,813,567 shares
    Change vs previous 13F +70,260 shares

    4.86% of the 13F portfolio, value $48,132,062.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 1,743,307 shares
    Change vs previous 13F +140,017 shares

    5.11% of the 13F portfolio, value $45,936,140.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 1,603,290 shares
    Change vs previous 13F +694,092 shares

    4.63% of the 13F portfolio, value $41,557,289.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 909,198 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $24,230,127.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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