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Disclosery

Trek Financial, LLC: PYLD position timeline

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

Trek Financial, LLC held 137,509 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,509 shares
    Change vs previous 13F -5,832 shares

    0.18% of the 13F portfolio, value $3,646,739.

    13F-HR 0001104659-26-095623 filed by Trek Financial, 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 143,341 shares
    Change vs previous 13F +66,768 shares

    0.2% of the 13F portfolio, value $3,755,534.

    13F-HR 0001104659-26-059964 filed by Trek Financial, 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 76,573 shares
    Change vs previous 13F +51,481 shares

    0.12% of the 13F portfolio, value $2,042,968.

    13F-HR 0001104659-26-010107 filed by Trek Financial, 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 25,092 shares
    Change vs previous 13F +13,647 shares

    0.04% of the 13F portfolio, value $673,469.

    13F-HR 0001104659-25-104735 filed by Trek Financial, 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 11,445 shares
    Change vs previous 13F +3,031 shares

    0.02% of the 13F portfolio, value $303,750.

    13F-HR 0001104659-25-077438 filed by Trek Financial, 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 8,414 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $221,709.

    13F-HR 0001104659-25-041935 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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