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Disclosery

Wambolt & Associates, LLC: PLD position timeline

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

Wambolt & Associates, LLC held 17,272 PLD shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,272 shares
    Change vs previous 13F -905 shares

    0.62% of the 13F portfolio, value $1,840,945.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 18,177 shares
    Change vs previous 13F -192 shares

    0.69% of the 13F portfolio, value $2,025,871.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,369 shares
    Change vs previous 13F -2,507 shares

    0.62% of the 13F portfolio, value $1,941,633.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,876 shares
    Change vs previous 13F -1,332 shares

    0.71% of the 13F portfolio, value $2,601,403.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 22,208 shares
    Change vs previous 13F +238 shares

    0.72% of the 13F portfolio, value $2,486,214.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 21,970 shares
    Change vs previous 13F -4,013 shares

    0.84% of the 13F portfolio, value $2,810,427.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,983 shares
    Change vs previous 13F -2,175 shares

    1.13% of the 13F portfolio, value $3,463,566.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 28,158 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,083,351.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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