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WEALTH ALLIANCE, LLC: PLD position timeline

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

WEALTH ALLIANCE, LLC held 23,049 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,049 shares
    Change vs previous 13F -479 shares

    0.26% of the 13F portfolio, value $3,122,493.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 23,528 shares
    Change vs previous 13F -2,077 shares

    0.31% of the 13F portfolio, value $3,109,913.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 25,605 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $3,268,757.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 25,539 shares
    Change vs previous 13F +6,706 shares

    0.3% of the 13F portfolio, value $2,924,694.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 18,833 shares
    Change vs previous 13F +81 shares

    0.22% of the 13F portfolio, value $1,979,684.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 18,752 shares
    Change vs previous 13F +5,539 shares

    0.25% of the 13F portfolio, value $2,096,278.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 13,213 shares
    Change vs previous 13F -3,939 shares

    0.17% of the 13F portfolio, value $1,396,579.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 17,152 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,166,007.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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