Skip to main content

Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

PLD holding history

Prologis, Inc. in every 13F filed by Prevail Innovative Wealth Advisors, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of PLD by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−61,092−100.0%Sold outHolders
Q3 202561,092$7.00M1.4%+3,960+6.9%AddedHolders
Q2 202557,132$6.01M1.3%+57,132NewHolders
Q1 20240$00.0%−23,056−100.0%Sold outHolders
Q4 202323,056$3.07M1.5%+3,083+15.4%AddedHolders
Q3 202319,973$2.24M1.2%+7,493+60.0%AddedHolders
Q2 202312,480$1.53M0.8%–No prior filingHolders