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Schwallier Wealth Management LLC: PYLD position timeline

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

Schwallier Wealth Management LLC held 87,637 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,637 shares
    Change vs previous 13F -21,499 shares

    1.47% of the 13F portfolio, value $2,324,134.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 109,136 shares
    Change vs previous 13F -674,945 shares

    2.09% of the 13F portfolio, value $2,859,351.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 784,081 shares
    Change vs previous 13F +3,509 shares

    13.45% of the 13F portfolio, value $21,052,582.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 780,572 shares
    Change vs previous 13F +46,491 shares

    13.08% of the 13F portfolio, value $20,950,558.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 734,081 shares
    Change vs previous 13F +191,663 shares

    11.91% of the 13F portfolio, value $19,482,503.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 542,418 shares
    Change vs previous 13F not available

    10.55% of the 13F portfolio, value $14,292,714.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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