Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
PLD holding history
Prologis, Inc. in every 13F filed by Congress Wealth Management 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 2025 holdings
- Shares (Q2 2025)
- 23,054
- Value
- $2.42M
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 23,054 | $2.42M | <0.1% | +135+0.6% | Added | Holders |
| Q1 2025 | 22,919 | $2.56M | <0.1% | +1,989+9.5% | Added | Holders |
| Q4 2024 | 20,930 | $2.21M | <0.1% | +1,449+7.4% | Added | Holders |
| Q3 2024 | 19,481 | $2.46M | <0.1% | +19,481 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −5,843−100.0% | Sold out | Holders |
| Q1 2024 | 5,843 | $760.9K | <0.1% | +5,843 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −7,114−100.0% | Sold out | Holders |
| Q3 2023 | 7,114 | $798.3K | <0.1% | −438−5.8% | Reduced | Holders |
| Q2 2023 | 7,552 | $926.2K | <0.1% | +5,887+353.6% | Added | Holders |
| Q1 2023 | 1,665 | $207.9K | <0.1% | +1,665 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,286−100.0% | Sold out | Holders |
| Q1 2022 | 1,286 | $208.0K | <0.1% | +1,286 | New | Holders |