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Disclosery

Naviter Wealth, LLC: PLD position timeline

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

Naviter Wealth, LLC held 81,436 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,436 shares
    Change vs previous 13F +13,961 shares

    1% of the 13F portfolio, value $11,032,171.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 67,475 shares
    Change vs previous 13F +7,129 shares

    1.11% of the 13F portfolio, value $8,918,784.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 60,346 shares
    Change vs previous 13F -2,411 shares

    1.01% of the 13F portfolio, value $7,703,819.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 62,757 shares
    Change vs previous 13F -1,192 shares

    0.84% of the 13F portfolio, value $7,186,892.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 63,949 shares
    Change vs previous 13F +5,325 shares

    0.83% of the 13F portfolio, value $6,722,304.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 58,624 shares
    Change vs previous 13F +1,089 shares

    0.79% of the 13F portfolio, value $6,534,134.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 57,535 shares
    Change vs previous 13F -13,992 shares

    0.73% of the 13F portfolio, value $6,081,454.

    13F-HR 0001951757-25-000201 filed by Naviter 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 ended2024-09-30
    13F 71,527 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,032,435.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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