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Avitas Wealth Management LLC: PLD position timeline

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

Avitas Wealth Management LLC held 36,121 PLD shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 36,121 shares
    Change vs previous 13F +265 shares

    0.53% of the 13F portfolio, value $3,817,990.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 35,856 shares
    Change vs previous 13F +468 shares

    0.64% of the 13F portfolio, value $4,527,896.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 35,388 shares
    Change vs previous 13F +7,366 shares

    0.58% of the 13F portfolio, value $3,974,426.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 28,022 shares
    Change vs previous 13F +422 shares

    0.55% of the 13F portfolio, value $3,649,025.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 27,600 shares
    Change vs previous 13F +1,034 shares

    0.62% of the 13F portfolio, value $3,679,080.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 26,566 shares
    Change vs previous 13F -37 shares

    0.57% of the 13F portfolio, value $2,980,971.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 26,603 shares
    Change vs previous 13F +328 shares

    0.59% of the 13F portfolio, value $3,262,326.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 26,275 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,278,332.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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