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Disclosery

Transform Wealth, LLC: PLD position timeline

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

Transform Wealth, LLC held 2,691 PLD shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,691 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $300,827.

    13F-HR 0001085146-25-002109 filed by Transform 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 2,613 shares
    Change vs previous 13F -416 shares

    0.02% of the 13F portfolio, value $276,195.

    13F-HR 0001085146-25-000306 filed by Transform 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 3,029 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $382,503.

    13F-HR 0001085146-24-004926 filed by Transform 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 3,279 shares
    Change vs previous 13F -158 shares

    0.03% of the 13F portfolio, value $368,265.

    13F-HR 0001085146-24-002961 filed by Transform 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 3,437 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $447,567.

    13F-HR 0001085146-24-001836 filed by Transform 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/A 3,437 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $458,153.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 3,437 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $385,666.

    13F-HR 0001085146-23-003682 filed by Transform 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 3,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $439,691.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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