San Luis Wealth Advisors LLC: PLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on PLD, newest first. How the timeline and the estimate are built.
San Luis Wealth Advisors LLC held 7,147 PLD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 7,147 sharesChange vs previous 13F -1,095 shares
0.15% of the 13F portfolio, value $968,171.
13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,242 sharesChange vs previous 13F +363 shares
0.18% of the 13F portfolio, value $1,089,422.
13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,879 sharesChange vs previous 13F +549 shares
0.17% of the 13F portfolio, value $1,005,866.
13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 7,330 sharesChange vs previous 13F +991 shares
0.15% of the 13F portfolio, value $839,483.
13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,339 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $666,000.
13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).