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Oak Wealth Advisors LLC: PYLD position timeline

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

Oak Wealth Advisors LLC held 240,569 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,569 shares
    Change vs previous 13F +53,778 shares

    3.06% of the 13F portfolio, value $6,379,891.

    13F-HR 0002056728-26-000006 filed by Oak 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 186,791 shares
    Change vs previous 13F +92,231 shares

    2.69% of the 13F portfolio, value $4,893,931.

    13F-HR 0002056728-26-000002 filed by Oak 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 94,560 shares
    Change vs previous 13F +39,557 shares

    1.45% of the 13F portfolio, value $2,523,647.

    13F-HR 0002056728-26-000001 filed by Oak 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 55,003 shares
    Change vs previous 13F +35,598 shares

    0.86% of the 13F portfolio, value $1,476,291.

    13F-HR 0002056728-25-000016 filed by Oak 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 ended2025-06-30
    13F 19,405 shares
    Change vs previous 13F +7,227 shares

    0.33% of the 13F portfolio, value $515,009.

    13F-HR 0002056728-25-000013 filed by Oak 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 ended2025-03-31
    13F 12,178 shares
    Change vs previous 13F +3,103 shares

    0.24% of the 13F portfolio, value $320,890.

    13F-HR 0002056728-25-000012 filed by Oak 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 ended2024-12-31
    13F 9,075 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $235,224.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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