Taylor & Morgan Wealth Management, LLC: PLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on PLD, newest first. How the timeline and the estimate are built.
Taylor & Morgan Wealth Management, LLC held 1,732 PLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,732 sharesChange vs previous 13F -5 shares
0.11% of the 13F portfolio, value $224,883.
13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 1,737 sharesChange vs previous 13F -30 shares
0.12% of the 13F portfolio, value $235,311.
13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, 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 1,767 sharesChange vs previous 13F -45 shares
0.13% of the 13F portfolio, value $233,562.
13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, 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 1,812 sharesChange vs previous 13F -193 shares
0.13% of the 13F portfolio, value $231,320.
13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, 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 2,005 sharesChange vs previous 13F -20 shares
0.14% of the 13F portfolio, value $229,613.
13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, 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 2,025 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $212,868.
13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,025 sharesChange vs previous 13F -47 shares
0.17% of the 13F portfolio, value $226,375.
13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,072 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $219,010.
13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).