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Evergreen Private Wealth LLC: PLD position timeline

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

Evergreen Private Wealth LLC held 30,534 PLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,534 shares
    Change vs previous 13F +329 shares

    1.53% of the 13F portfolio, value $4,136,427.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 30,205 shares
    Change vs previous 13F -813 shares

    1.61% of the 13F portfolio, value $3,992,457.

    13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth 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 31,018 shares
    Change vs previous 13F +2,872 shares

    1.56% of the 13F portfolio, value $3,959,784.

    13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth 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 28,146 shares
    Change vs previous 13F +45 shares

    1.31% of the 13F portfolio, value $3,223,248.

    13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth 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 28,101 shares
    Change vs previous 13F +3,105 shares

    1.24% of the 13F portfolio, value $2,954,006.

    13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth 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 24,996 shares
    Change vs previous 13F +1,018 shares

    1.31% of the 13F portfolio, value $2,794,333.

    13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth 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 23,978 shares
    Change vs previous 13F -73 shares

    1.19% of the 13F portfolio, value $2,534,477.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth 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 24,051 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,037,144.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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