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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PLD holding history

Prologis, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PLD overviewAll 13F holders of PLDFull Q2 2026 holdings

Shares (Q2 2026)
2,730
Value
$369.9K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of PLD by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,730$369.9K<0.1%+85+3.2%AddedHolders
Q1 20262,645$349.6K<0.1%+389+17.2%AddedHolders
Q4 20252,256$287.9K<0.1%+315+16.2%AddedHolders
Q3 20251,941$222.2K<0.1%+1,941NewHolders
Q2 20250$00.0%−2,182−100.0%Sold outHolders
Q1 20252,182$243.9K<0.1%+2,182NewHolders
Q4 20240$00.0%−1,898−100.0%Sold outHolders
Q3 20241,898$239.6K<0.1%+1,898NewHolders
Q2 20240$00.0%−7,155−100.0%Sold outHolders
Q1 20247,155$931.7K<0.1%+217+3.1%AddedHolders
Q4 20236,938$924.8K0.1%+727+11.7%AddedHolders
Q3 20236,211$696.9K<0.1%−380−5.8%ReducedHolders
Q2 20236,591$808.3K0.1%−26,910−80.3%ReducedHolders
Q1 202333,501$4.18M0.2%+2,093+6.7%AddedHolders
Q4 202231,408$3.54M0.2%+24,348+344.9%AddedHolders
Q3 20227,060$717.0K0.1%+281+4.1%AddedHolders
Q2 20226,779$798.0K0.1%−8−0.1%ReducedHolders
Q1 20226,787$1.10M0.1%+57+0.8%AddedHolders
Q4 20216,730$1.13M0.1%+186+2.8%AddedHolders
Q3 20216,544$821.0K0.1%+314+5.0%AddedHolders
Q2 20216,230$745.0K0.1%−978−13.6%ReducedHolders
Q1 20217,208$764.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.