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Disclosery

True Wealth Design, LLC: PYLD position timeline

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

True Wealth Design, LLC held 86,721 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,721 shares
    Change vs previous 13F +12,814 shares

    0.55% of the 13F portfolio, value $2,299,848.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 73,907 shares
    Change vs previous 13F +1,403 shares

    0.54% of the 13F portfolio, value $1,936,358.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 72,504 shares
    Change vs previous 13F +4,911 shares

    0.57% of the 13F portfolio, value $1,934,420.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 67,593 shares
    Change vs previous 13F -551 shares

    0.55% of the 13F portfolio, value $1,814,203.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 68,144 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,808,535.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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