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Disclosery

CWM, LLC: PYLD position timeline

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

CWM, LLC held 5,004,693 PYLD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,004,693 shares
    Change vs previous 13F +786,686 shares

    0.34% of the 13F portfolio, value $131,122,954.

    13F-HR 0001580642-26-003177 filed by CWM, 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 4,218,007 shares
    Change vs previous 13F +1,129,724 shares

    0.3% of the 13F portfolio, value $112,536,000.

    13F-HR 0001580642-26-000404 filed by CWM, 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 3,088,283 shares
    Change vs previous 13F +1,752,168 shares

    0.25% of the 13F portfolio, value $82,890,000.

    13F-HR 0001580642-25-006592 filed by CWM, 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 1,336,115 shares
    Change vs previous 13F +913,640 shares

    0.13% of the 13F portfolio, value $35,461,000.

    13F-HR 0001580642-25-004473 filed by CWM, 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 422,475 shares
    Change vs previous 13F +173,971 shares

    0.04% of the 13F portfolio, value $11,132,000.

    13F-HR 0001580642-25-002731 filed by CWM, 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 248,504 shares
    Change vs previous 13F +9,552 shares

    0.03% of the 13F portfolio, value $6,441,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 238,952 shares
    Change vs previous 13F +28,265 shares

    0.03% of the 13F portfolio, value $6,368,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 210,687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,402,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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