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StoneCrest Wealth Management, Inc.: PYLD position timeline

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

StoneCrest Wealth Management, Inc. held 151,897 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,897 shares
    Change vs previous 13F -867 shares

    1.29% of the 13F portfolio, value $4,028,308.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 152,764 shares
    Change vs previous 13F +1,770 shares

    1.69% of the 13F portfolio, value $4,002,417.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 150,994 shares
    Change vs previous 13F +13,594 shares

    1.63% of the 13F portfolio, value $4,028,520.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 137,400 shares
    Change vs previous 13F +699 shares

    1.62% of the 13F portfolio, value $3,687,816.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 136,701 shares
    Change vs previous 13F +33,063 shares

    1.73% of the 13F portfolio, value $3,628,045.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 103,638 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,730,861.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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