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RKL Wealth Management LLC: PLD position timeline

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

RKL Wealth Management LLC held 14,963 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,963 shares
    Change vs previous 13F +297 shares

    0.16% of the 13F portfolio, value $2,026,980.

    13F-HR 0001604723-26-000003 filed by RKL 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 14,666 shares
    Change vs previous 13F -729 shares

    0.17% of the 13F portfolio, value $1,938,613.

    13F-HR 0001604723-26-000002 filed by RKL 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 15,395 shares
    Change vs previous 13F +2,245 shares

    0.16% of the 13F portfolio, value $1,965,266.

    13F-HR 0001604723-26-000001 filed by RKL 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 13,150 shares
    Change vs previous 13F +131 shares

    0.13% of the 13F portfolio, value $1,505,935.

    13F-HR 0001604723-25-000003 filed by RKL 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 13,019 shares
    Change vs previous 13F +546 shares

    0.12% of the 13F portfolio, value $1,368,512.

    13F-HR 0001085146-25-003973 filed by RKL 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 12,473 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,394,303.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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