Skip to content
Disclosery

Executive Wealth Management, LLC: PLD position timeline

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

Executive Wealth Management, LLC held 95,393 PLD shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 95,393 shares
    Change vs previous 13F +3,841 shares

    0.79% of the 13F portfolio, value $10,083,073.

    13F-HR 0001964047-25-000002 filed by Executive 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/A 91,552 shares
    Change vs previous 13F -561 shares

    0.91% of the 13F portfolio, value $11,561,196.

    13F-HR/A 0001542611-24-000007 filed by Executive 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/A 92,113 shares
    Change vs previous 13F +10,732 shares

    1.9% of the 13F portfolio, value $10,345,215.

    13F-HR/A 0001815355-24-000013 filed by Executive 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 81,381 shares
    Change vs previous 13F +66,397 shares

    0.91% of the 13F portfolio, value $10,410,266.

    13F-HR 0001542611-24-000004 filed by Executive 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 14,984 shares
    Change vs previous 13F +1,359 shares

    0.19% of the 13F portfolio, value $1,997,402.

    13F-HR 0001542611-24-000001 filed by Executive 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 13,625 shares
    Change vs previous 13F +4,383 shares

    0.16% of the 13F portfolio, value $1,528,866.

    13F-HR 0001542611-23-000009 filed by Executive 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 9,242 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,133,439.

    13F-HR 0001542611-23-000006 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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