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LAKE STREET PRIVATE WEALTH, LLC: PYLD position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 445,882 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 445,882 shares
    Change vs previous 13F -24,002 shares

    1.35% of the 13F portfolio, value $11,824,872.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, 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 469,884 shares
    Change vs previous 13F +51,061 shares

    1.57% of the 13F portfolio, value $12,310,854.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, 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 418,823 shares
    Change vs previous 13F +78,429 shares

    1.37% of the 13F portfolio, value $11,174,198.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, 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 340,394 shares
    Change vs previous 13F +26,720 shares

    1.18% of the 13F portfolio, value $9,136,175.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, 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 313,674 shares
    Change vs previous 13F +160,024 shares

    1.18% of the 13F portfolio, value $8,324,908.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, 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 153,650 shares
    Change vs previous 13F +25,750 shares

    0.66% of the 13F portfolio, value $4,048,678.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, 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 127,900 shares
    Change vs previous 13F +29,200 shares

    0.53% of the 13F portfolio, value $3,315,168.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, 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 98,700 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,630,355.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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