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GeoWealth Management, LLC: PLD position timeline

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

GeoWealth Management, LLC held 48,000 PLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,000 shares
    Change vs previous 13F +4,433 shares

    0.2% of the 13F portfolio, value $6,502,685.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 ended2026-03-31
    13F 43,567 shares
    Change vs previous 13F -1,132 shares

    0.21% of the 13F portfolio, value $5,758,810.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 44,699 shares
    Change vs previous 13F +756 shares

    0.21% of the 13F portfolio, value $5,706,276.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 43,943 shares
    Change vs previous 13F -134 shares

    0.18% of the 13F portfolio, value $5,032,334.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 44,077 shares
    Change vs previous 13F -5,203 shares

    0.18% of the 13F portfolio, value $4,633,373.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 49,280 shares
    Change vs previous 13F -696 shares

    0.22% of the 13F portfolio, value $5,509,042.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 49,976 shares
    Change vs previous 13F +7,831 shares

    0.17% of the 13F portfolio, value $5,282,482.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 42,145 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,322,082.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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