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Pasadena Private Wealth, LLC: PYLD position timeline

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

Pasadena Private Wealth, LLC held 444,116 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 444,116 shares
    Change vs previous 13F +25,827 shares

    1.51% of the 13F portfolio, value $11,777,950.

    13F-HR 0002073679-26-000083 filed by Pasadena 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 418,289 shares
    Change vs previous 13F -191,042 shares

    1.52% of the 13F portfolio, value $10,959,162.

    13F-HR 0002073679-26-000047 filed by Pasadena 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 609,331 shares
    Change vs previous 13F +20,017 shares

    2.22% of the 13F portfolio, value $16,256,940.

    13F-HR 0002073679-26-000020 filed by Pasadena 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 589,314 shares
    Change vs previous 13F +570,474 shares

    2.28% of the 13F portfolio, value $15,817,196.

    13F-HR 0001760578-25-000008 filed by Pasadena 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 18,840 shares
    Change vs previous 13F +3,422 shares

    0.09% of the 13F portfolio, value $500,026.

    13F-HR 0001760578-25-000004 filed by Pasadena 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 15,418 shares
    Change vs previous 13F +1,073 shares

    0.08% of the 13F portfolio, value $406,268.

    13F-HR 0001760578-25-000003 filed by Pasadena 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 14,345 shares
    Change vs previous 13F +2,108 shares

    0.08% of the 13F portfolio, value $371,820.

    13F-HR 0001760578-25-000002 filed by Pasadena 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 12,237 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $326,107.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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