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Williams & Novak Wealth Management, LLC: PYLD position timeline

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

Williams & Novak Wealth Management, LLC held 267,126 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 267,126 shares
    Change vs previous 13F +25,141 shares

    4.07% of the 13F portfolio, value $6,782,326.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 241,985 shares
    Change vs previous 13F +19,036 shares

    4.29% of the 13F portfolio, value $6,417,438.

    13F-HR 0001998419-26-000003 filed by Williams & Novak 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 222,949 shares
    Change vs previous 13F +63,537 shares

    4.37% of the 13F portfolio, value $5,832,349.

    13F-HR 0001998419-26-000002 filed by Williams & Novak 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 159,412 shares
    Change vs previous 13F +31,910 shares

    3.2% of the 13F portfolio, value $4,253,123.

    13F-HR 0001998419-26-000001 filed by Williams & Novak 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 127,502 shares
    Change vs previous 13F +25,610 shares

    2.63% of the 13F portfolio, value $3,422,155.

    13F-HR 0001998419-25-000004 filed by Williams & Novak 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 101,892 shares
    Change vs previous 13F +47,438 shares

    2.3% of the 13F portfolio, value $2,704,224.

    13F-HR 0001085146-25-004144 filed by Williams & Novak 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 54,454 shares
    Change vs previous 13F -12,857 shares

    1.4% of the 13F portfolio, value $1,429,962.

    13F-HR 0001085146-25-003282 filed by Williams & Novak 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 67,311 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,744,701.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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