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Valeo Financial Advisors, LLC: PLD position timeline

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

Valeo Financial Advisors, LLC held 1,236,241 PLD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,236,241 shares
    Change vs previous 13F -794 shares

    3.39% of the 13F portfolio, value $160,513,512.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,237,035 shares
    Change vs previous 13F -1,597 shares

    3.54% of the 13F portfolio, value $167,581,139.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,238,632 shares
    Change vs previous 13F +388,646 shares

    3.92% of the 13F portfolio, value $163,722,440.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 849,986 shares
    Change vs previous 13F -25,141 shares

    2.41% of the 13F portfolio, value $108,509,213.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 875,127 shares
    Change vs previous 13F +20,012 shares

    2.29% of the 13F portfolio, value $100,219,526.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 855,115 shares
    Change vs previous 13F -3,020,271 shares

    2.21% of the 13F portfolio, value $89,889,710.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,875,386 shares
    Change vs previous 13F +2,862,183 shares

    2.75% of the 13F portfolio, value $98,636,934.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,013,203 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $107,095,526.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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