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EP Wealth Advisors, LLC: PLD position timeline

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

EP Wealth Advisors, LLC held 448,244 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448,244 shares
    Change vs previous 13F +282,938 shares

    0.23% of the 13F portfolio, value $60,723,644.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 165,306 shares
    Change vs previous 13F +129,620 shares

    0.11% of the 13F portfolio, value $21,850,201.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 35,686 shares
    Change vs previous 13F +3,188 shares

    0.02% of the 13F portfolio, value $4,555,709.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, 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 32,498 shares
    Change vs previous 13F +2,006 shares

    0.02% of the 13F portfolio, value $3,416,153.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, 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 30,492 shares
    Change vs previous 13F +15,782 shares

    0.03% of the 13F portfolio, value $3,408,748.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, 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 14,710 shares
    Change vs previous 13F +292 shares

    0.01% of the 13F portfolio, value $1,554,854.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, 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 14,418 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,820,705.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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