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Waterway Wealth Management, LLC: PYLD position timeline

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

Waterway Wealth Management, LLC held 1,712,385 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,712,385 shares
    Change vs previous 13F +68,957 shares

    8.88% of the 13F portfolio, value $43,492,781.

    13F-HR 0001104659-26-082945 filed by Waterway Wealth Management, 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 1,643,428 shares
    Change vs previous 13F +172,599 shares

    9.17% of the 13F portfolio, value $41,475,760.

    13F-HR 0001104659-26-045912 filed by Waterway 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 ended2025-12-31
    13F 1,470,829 shares
    Change vs previous 13F +39,441 shares

    8.48% of the 13F portfolio, value $37,449,913.

    13F-HR 0001104659-26-015612 filed by Waterway 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 ended2025-09-30
    13F 1,431,388 shares
    Change vs previous 13F +806,049 shares

    8.75% of the 13F portfolio, value $36,683,988.

    13F-HR 0001104659-25-107482 filed by Waterway 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 ended2025-06-30
    13F 625,339 shares
    Change vs previous 13F +49,259 shares

    5.02% of the 13F portfolio, value $16,595,051.

    13F-HR 0001104659-25-078222 filed by Waterway 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 ended2025-03-31
    13F 576,080 shares
    Change vs previous 13F +310,164 shares

    6.33% of the 13F portfolio, value $15,179,716.

    13F-HR 0001104659-25-045968 filed by Waterway 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 ended2024-12-31
    13F 265,916 shares
    Change vs previous 13F +26,496 shares

    3.03% of the 13F portfolio, value $6,892,550.

    13F-HR 0001104659-25-009435 filed by Waterway 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 ended2024-09-30
    13F 239,420 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $6,380,543.

    13F-HR 0001104659-24-110214 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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