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Disclosery

Concord Wealth Partners: PYLD position timeline

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

Concord Wealth Partners held 26,181 PYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,181 shares
    Change vs previous 13F +2,739 shares

    0.08% of the 13F portfolio, value $694,320.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 23,442 shares
    Change vs previous 13F -6,219 shares

    0.08% of the 13F portfolio, value $614,180.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 29,661 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $791,355.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 29,659 shares
    Change vs previous 13F -24,021 shares

    0.11% of the 13F portfolio, value $796,048.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,659 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 53,680 shares
    Change vs previous 13F +26,385 shares

    0.11% of the 13F portfolio, value $1,424,668.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 26,840 shares
    • Concord Asset Management, LLC/VA: 26,840 shares

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

  6. period ended2025-03-31
    13F 27,295 shares
    Change vs previous 13F +13,749 shares

    0.12% of the 13F portfolio, value $719,223.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 13,546 shares
    Change vs previous 13F +1,292 shares

    0.06% of the 13F portfolio, value $351,112.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 12,254 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $326,569.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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