Yorkville Advisors Global, LP PWM β€” Aurelion Inc.(fka Prestige Wealth Inc)

Ownership history in Yorkville Advisors Global, LP  Β·  1 quarter on record

AI Ownership Summary

Yorkville Advisors Global, LP reported Aurelion Inc.(fka Prestige Wealth Inc) (PWM) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 4.37% in 2025 Q4. The latest visible filing shows PWM at 4.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorkville Advisors Global, LP's position in Aurelion Inc.(fka Prestige Wealth Inc), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PWM was reported at 4.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yorkville Advisors Global, LP held PWM β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 27,777,778 β€” β€” 4.37% $6.9M 2026-02-10 β€”

FAQ About Yorkville Advisors Global, LP and PWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yorkville Advisors Global, LP reported owning PWM?

Yorkville Advisors Global, LP reported PWM across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported PWM position in Yorkville Advisors Global, LP's portfolio?

The largest reported portfolio weight for PWM was 4.37% in 2025 Q4.

What is the latest reported PWM position on this page?

The most recent filing on this page is 2025 Q4, when Yorkville Advisors Global, LP reported 27,777,778 shares, equal to 4.37% of portfolio, with an estimated market value of $6.9M.

What does the chart on this PWM ownership page compare?

The chart compares Yorkville Advisors Global, LP's quarterly PWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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