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Great Point Wealth Advisors, LLC: PYLD position timeline

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

Great Point Wealth Advisors, LLC held 831,789 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 831,789 shares
    Change vs previous 13F +42,875 shares

    3.56% of the 13F portfolio, value $22,059,049.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 788,914 shares
    Change vs previous 13F +33,754 shares

    3.82% of the 13F portfolio, value $20,669,555.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, 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 755,160 shares
    Change vs previous 13F +129,021 shares

    3.68% of the 13F portfolio, value $20,147,658.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, 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 626,139 shares
    Change vs previous 13F +600,958 shares

    3.16% of the 13F portfolio, value $16,805,565.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,181 shares
    Change vs previous 13F -25,296 shares

    0.14% of the 13F portfolio, value $663,523.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 50,477 shares
    Change vs previous 13F -988 shares

    0.29% of the 13F portfolio, value $1,308,352.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 51,465 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,371,535.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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