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Disclosery

LVW Advisors, LLC: PLD position timeline

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

LVW Advisors, LLC held 11,928 PLD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,928 shares
    Change vs previous 13F -49 shares

    0.14% of the 13F portfolio, value $1,615,887.

    13F-HR 0001576053-26-000004 filed by LVW 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 11,977 shares
    Change vs previous 13F -318 shares

    0.15% of the 13F portfolio, value $1,583,120.

    13F-HR 0001576053-26-000002 filed by LVW 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 12,295 shares
    Change vs previous 13F +1,629 shares

    0.16% of the 13F portfolio, value $1,569,580.

    13F-HR 0001576053-26-000001 filed by LVW 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 ended2025-09-30
    13F 10,666 shares
    Change vs previous 13F +5,553 shares

    0.13% of the 13F portfolio, value $1,221,471.

    13F-HR 0001576053-25-000003 filed by LVW 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 ended2025-06-30
    13F 5,113 shares
    Change vs previous 13F +1,503 shares

    0.06% of the 13F portfolio, value $537,479.

    13F-HR 0001085146-25-003901 filed by LVW 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 ended2025-03-31
    13F 3,610 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $403,562.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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