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Johnson & White Wealth Management, LLC: PYLD position timeline

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

Johnson & White Wealth Management, LLC held 463,895 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 463,895 shares
    Change vs previous 13F +48,324 shares

    4.6% of the 13F portfolio, value $12,302,484.

    13F-HR 0001954136-26-000003 filed by Johnson & White Wealth 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 415,571 shares
    Change vs previous 13F +71,376 shares

    4.61% of the 13F portfolio, value $10,887,955.

    13F-HR 0001954136-26-000002 filed by Johnson & White Wealth 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 344,195 shares
    Change vs previous 13F +90,171 shares

    4% of the 13F portfolio, value $9,183,121.

    13F-HR 0001954136-26-000001 filed by Johnson & White Wealth 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 254,024 shares
    Change vs previous 13F +38,836 shares

    3.12% of the 13F portfolio, value $6,818,015.

    13F-HR 0001954136-25-000006 filed by Johnson & White Wealth 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 215,188 shares
    Change vs previous 13F +112,511 shares

    2.88% of the 13F portfolio, value $5,711,000.

    13F-HR 0001954136-25-000004 filed by Johnson & White Wealth 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 102,677 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,706,000.

    13F-HR 0001954136-25-000003 filed by Johnson & White Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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