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Disclosery

RMR Wealth Builders: PYLD position timeline

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

RMR Wealth Builders held 129,298 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 129,298 shares
    Change vs previous 13F +16,832 shares

    0.21% of the 13F portfolio, value $3,428,974.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 112,466 shares
    Change vs previous 13F +17,664 shares

    0.23% of the 13F portfolio, value $2,946,609.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 94,802 shares
    Change vs previous 13F +17,846 shares

    0.2% of the 13F portfolio, value $2,529,314.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 76,956 shares
    Change vs previous 13F +14,762 shares

    0.17% of the 13F portfolio, value $2,065,495.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 62,194 shares
    Change vs previous 13F +10,929 shares

    0.15% of the 13F portfolio, value $1,650,625.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 51,265 shares
    Change vs previous 13F +6,812 shares

    0.14% of the 13F portfolio, value $1,350,829.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 44,453 shares
    Change vs previous 13F +12,662 shares

    0.12% of the 13F portfolio, value $1,152,223.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 31,791 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $847,232.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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