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Disclosery

waypoint wealth counsel: PLD position timeline

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

waypoint wealth counsel held 2,989 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,989 shares
    Change vs previous 13F -296 shares

    0.25% of the 13F portfolio, value $404,983.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 3,285 shares
    Change vs previous 13F -393 shares

    0.22% of the 13F portfolio, value $434,227.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 3,678 shares
    Change vs previous 13F +635 shares

    0.17% of the 13F portfolio, value $469,533.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 3,043 shares
    Change vs previous 13F +248 shares

    0.14% of the 13F portfolio, value $348,458.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 2,795 shares
    Change vs previous 13F -306 shares

    0.15% of the 13F portfolio, value $293,837.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 3,101 shares
    Change vs previous 13F +325 shares

    0.22% of the 13F portfolio, value $346,671.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 2,776 shares
    Change vs previous 13F -9 shares

    0.19% of the 13F portfolio, value $293,458.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 2,785 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $351,705.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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