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Disclosery

AE Wealth Management LLC: PLD position timeline

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

AE Wealth Management LLC held 15,838 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,838 shares
    Change vs previous 13F +2,466 shares

    0.01% of the 13F portfolio, value $2,145,593.

    13F-HR 0001697723-26-000007 filed by AE 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 13,372 shares
    Change vs previous 13F +2,120 shares

    0.01% of the 13F portfolio, value $1,767,623.

    13F-HR 0001697723-26-000006 filed by AE 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 11,252 shares
    Change vs previous 13F +1,353 shares

    0.01% of the 13F portfolio, value $1,436,567.

    13F-HR 0001697723-26-000001 filed by AE 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 9,899 shares
    Change vs previous 13F +1,148 shares

    0.01% of the 13F portfolio, value $1,133,789.

    13F-HR 0001697723-25-000007 filed by AE 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 8,751 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $920,016.

    13F-HR 0001697723-25-000004 filed by AE 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 8,593 shares
    Change vs previous 13F -705 shares

    0.01% of the 13F portfolio, value $960,780.

    13F-HR 0001697723-25-000003 filed by AE 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 9,298 shares
    Change vs previous 13F -1,489 shares

    0.01% of the 13F portfolio, value $982,772.

    13F-HR 0001697723-25-000001 filed by AE 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 10,787 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,362,290.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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