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Disclosery

HB Wealth Management, LLC: PLD position timeline

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

HB Wealth Management, LLC held 33,675 PLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,675 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $4,561,997.

    13F-HR 0001172661-26-002920 filed by HB 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 ended2026-03-31
    13F 33,299 shares
    Change vs previous 13F +4,252 shares

    0.03% of the 13F portfolio, value $4,401,585.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 29,047 shares
    Change vs previous 13F +6,138 shares

    0.02% of the 13F portfolio, value $3,708,164.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 22,909 shares
    Change vs previous 13F +1,110 shares

    0.02% of the 13F portfolio, value $2,623,603.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 21,799 shares
    Change vs previous 13F -2,301 shares

    0.02% of the 13F portfolio, value $2,291,552.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 24,100 shares
    Change vs previous 13F +10,550 shares

    0.02% of the 13F portfolio, value $2,694,182.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 13,550 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $1,432,099.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 12,583 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,589,057.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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