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ELEVATION WEALTH PARTNERS, LLC: PLD position timeline

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

ELEVATION WEALTH PARTNERS, LLC held 3,897 PLD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,897 shares
    Change vs previous 13F +36 shares

    0.14% of the 13F portfolio, value $505,987.

    13F-HR 0001976256-26-000006 filed by ELEVATION WEALTH PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,861 shares
    Change vs previous 13F +3 shares

    0.16% of the 13F portfolio, value $523,050.

    13F-HR 0001976256-26-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,858 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $509,951.

    13F-HR 0001976256-26-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,852 shares
    Change vs previous 13F -1,271 shares

    0.17% of the 13F portfolio, value $491,747.

    13F-HR 0001976256-26-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 5,123 shares
    Change vs previous 13F -205 shares

    0.21% of the 13F portfolio, value $586,686.

    13F-HR/A 0001976256-25-000008 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,328 shares
    Change vs previous 13F -87 shares

    0.22% of the 13F portfolio, value $560,080.

    13F-HR 0001976256-25-000003 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,415 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $605,343.

    13F-HR 0001976256-25-000002 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,415 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $572,366.

    13F-HR 0001976256-25-000001 filed by ELEVATION WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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