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Disclosery

ORBA Wealth Advisors, L.L.C.: PYLD position timeline

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

ORBA Wealth Advisors, L.L.C. held 49,966 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,966 shares
    Change vs previous 13F -4,334 shares

    1.13% of the 13F portfolio, value $1,325,105.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 54,300 shares
    Change vs previous 13F -4,700 shares

    1.7% of the 13F portfolio, value $1,422,666.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 59,000 shares
    Change vs previous 13F -181 shares

    1.37% of the 13F portfolio, value $1,574,119.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 59,181 shares
    Change vs previous 13F +401 shares

    1.31% of the 13F portfolio, value $1,588,423.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 58,780 shares
    Change vs previous 13F -72,299 shares

    1.42% of the 13F portfolio, value $1,560,029.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 131,079 shares
    Change vs previous 13F +16,213 shares

    1.74% of the 13F portfolio, value $3,453,950.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 114,866 shares
    Change vs previous 13F +697 shares

    1.56% of the 13F portfolio, value $2,977,317.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 114,169 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,042,610.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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