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Roger Wittlin Investment Advisory, LLC: PYLD position timeline

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

Roger Wittlin Investment Advisory, LLC held 40,920 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,920 shares
    Change vs previous 13F +570 shares

    0.85% of the 13F portfolio, value $1,085,209.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 40,350 shares
    Change vs previous 13F -7,988 shares

    0.86% of the 13F portfolio, value $1,057,172.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 48,338 shares
    Change vs previous 13F -10,945 shares

    0.9% of the 13F portfolio, value $1,289,649.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 59,283 shares
    Change vs previous 13F -11,755 shares

    0.88% of the 13F portfolio, value $1,591,148.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 71,038 shares
    Change vs previous 13F -10,248 shares

    1.05% of the 13F portfolio, value $1,885,360.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 81,286 shares
    Change vs previous 13F +5,857 shares

    1.25% of the 13F portfolio, value $2,141,880.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 75,429 shares
    Change vs previous 13F -17,801 shares

    1.09% of the 13F portfolio, value $1,955,120.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 93,230 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,484,576.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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