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Prasad Wealth Partners, LLC: PYLD position timeline

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

Prasad Wealth Partners, LLC held 173,521 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,521 shares
    Change vs previous 13F +7,299 shares

    1.11% of the 13F portfolio, value $4,601,778.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 166,222 shares
    Change vs previous 13F +10,474 shares

    1.19% of the 13F portfolio, value $4,355,012.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 155,748 shares
    Change vs previous 13F +11,371 shares

    1.11% of the 13F portfolio, value $4,155,365.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 144,377 shares
    Change vs previous 13F +16,462 shares

    1.08% of the 13F portfolio, value $3,875,076.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 127,915 shares
    Change vs previous 13F -508 shares

    0.99% of the 13F portfolio, value $3,394,862.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 128,423 shares
    Change vs previous 13F +15,075 shares

    1.1% of the 13F portfolio, value $3,383,941.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 113,348 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,937,989.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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