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Strata Wealth Advisors, LLC: PYLD position timeline

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

Strata Wealth Advisors, LLC held 356,720 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 356,720 shares
    Change vs previous 13F +82,205 shares

    2.31% of the 13F portfolio, value $9,460,223.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 274,515 shares
    Change vs previous 13F +60,922 shares

    1.97% of the 13F portfolio, value $7,192,298.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 213,593 shares
    Change vs previous 13F +17,084 shares

    1.59% of the 13F portfolio, value $5,698,649.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 196,509 shares
    Change vs previous 13F -3,649 shares

    1.39% of the 13F portfolio, value $5,274,297.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 200,158 shares
    Change vs previous 13F +5,252 shares

    1.46% of the 13F portfolio, value $5,312,195.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 194,906 shares
    Change vs previous 13F -31,862 shares

    1.6% of the 13F portfolio, value $5,135,769.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 226,768 shares
    Change vs previous 13F +6,541 shares

    1.84% of the 13F portfolio, value $5,877,817.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, 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 220,227 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,869,054.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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