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Waverly Advisors, LLC: PLD position timeline

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

Waverly Advisors, LLC held 24,955 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,955 shares
    Change vs previous 13F +3,556 shares

    0.02% of the 13F portfolio, value $3,380,608.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 21,399 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $2,828,487.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 20,363 shares
    Change vs previous 13F +4,824 shares

    0.02% of the 13F portfolio, value $2,599,472.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 15,539 shares
    Change vs previous 13F -12,212 shares

    0.02% of the 13F portfolio, value $1,779,509.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 27,751 shares
    Change vs previous 13F +1,084 shares

    0.03% of the 13F portfolio, value $2,917,185.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 26,667 shares
    Change vs previous 13F +24,704 shares

    0.04% of the 13F portfolio, value $2,981,104.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 1,963 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $207,489.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 1,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,617.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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