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TruWealth Advisors, LLC: PYLD position timeline

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

TruWealth Advisors, LLC held 4,230,096 PYLD shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,230,096 shares
    Change vs previous 13F +159,735 shares

    5.32% of the 13F portfolio, value $110,828,524.

    13F-HR 0002085853-26-000301 filed by TruWealth 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 ended2025-12-31
    13F 4,070,361 shares
    Change vs previous 13F +214,400 shares

    5.31% of the 13F portfolio, value $108,597,234.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 ended2025-09-30
    13F 3,855,961 shares
    Change vs previous 13F +1,277,890 shares

    5.23% of the 13F portfolio, value $103,494,006.

    13F-HR 0002085853-25-000011 filed by TruWealth 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 ended2025-06-30
    13F 2,578,071 shares
    Change vs previous 13F +201,533 shares

    3.77% of the 13F portfolio, value $68,422,000.

    13F-HR 0001667731-25-000725 filed by TruWealth 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 ended2025-03-31
    13F 2,376,538 shares
    Change vs previous 13F +568,101 shares

    3.78% of the 13F portfolio, value $62,621,774.

    13F-HR 0001667731-25-000395 filed by TruWealth 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 ended2024-12-31
    13F 1,808,437 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $46,874,687.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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