Skip to content

Taylor & Morgan Wealth Management, LLC: PYLD position timeline

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

Taylor & Morgan Wealth Management, LLC held 131,898 PYLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,898 shares
    Change vs previous 13F +20,956 shares

    1.61% of the 13F portfolio, value $3,348,889.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,942 shares
    Change vs previous 13F +283 shares

    1.45% of the 13F portfolio, value $2,942,182.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 110,659 shares
    Change vs previous 13F +14,082 shares

    1.65% of the 13F portfolio, value $2,899,266.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 96,577 shares
    Change vs previous 13F +44,457 shares

    1.44% of the 13F portfolio, value $2,576,674.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan 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 ended2025-09-30
    13F 52,120 shares
    Change vs previous 13F -400 shares

    0.86% of the 13F portfolio, value $1,398,901.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan 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 ended2025-06-30
    13F 52,520 shares
    Change vs previous 13F +1,000 shares

    0.94% of the 13F portfolio, value $1,393,881.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 51,520 shares
    Change vs previous 13F +3,607 shares

    1.02% of the 13F portfolio, value $1,357,552.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,913 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,241,905.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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