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Disclosery

Marcum Wealth, LLC: PLD position timeline

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

Marcum Wealth, LLC held 5,452 PLD shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,452 shares
    Change vs previous 13F +122 shares

    0.05% of the 13F portfolio, value $609,479.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 5,330 shares
    Change vs previous 13F -1,132 shares

    0.05% of the 13F portfolio, value $563,381.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 6,462 shares
    Change vs previous 13F +1,020 shares

    0.08% of the 13F portfolio, value $816,021.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 5,442 shares
    Change vs previous 13F -193 shares

    0.06% of the 13F portfolio, value $611,191.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 5,635 shares
    Change vs previous 13F -238 shares

    0.07% of the 13F portfolio, value $733,790.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 5,873 shares
    Change vs previous 13F -91 shares

    0.08% of the 13F portfolio, value $782,871.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 5,964 shares
    Change vs previous 13F -718 shares

    0.08% of the 13F portfolio, value $669,220.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 6,682 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $819,414.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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