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GeoWealth Management, LLC: PYLD position timeline

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

GeoWealth Management, LLC held 1,809,414 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,809,414 shares
    Change vs previous 13F +75,088 shares

    1.51% of the 13F portfolio, value $47,985,661.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 1,734,326 shares
    Change vs previous 13F +77,810 shares

    1.64% of the 13F portfolio, value $45,439,353.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 1,656,516 shares
    Change vs previous 13F +100,077 shares

    1.63% of the 13F portfolio, value $44,195,838.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 1,556,439 shares
    Change vs previous 13F +111,941 shares

    1.52% of the 13F portfolio, value $41,774,817.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 1,444,498 shares
    Change vs previous 13F +409,080 shares

    1.5% of the 13F portfolio, value $38,336,984.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 1,035,418 shares
    Change vs previous 13F +651,203 shares

    1.1% of the 13F portfolio, value $27,283,264.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 384,215 shares
    Change vs previous 13F +208,138 shares

    0.33% of the 13F portfolio, value $9,958,854.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 176,077 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,692,468.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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