GoalVest Advisory LLC PLD — PROLOGIS INC. COM

Ownership history in GoalVest Advisory LLC  ·  21 quarters on record

AI Ownership Summary

GoalVest Advisory LLC reported PROLOGIS INC. COM (PLD) in 21 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows PLD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GoalVest Advisory LLC's position in PROLOGIS INC. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PLD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLD stock page GoalVest Advisory LLC fund profile GoalVest Advisory LLC full holdings
How GoalVest Advisory LLC held PLD — position size vs. price
% of Fund (quarterly)    PLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 273 — 0% 0.01% $35K 2026-10-02 $128.91
2026 Q2 ADDED — — — 273 +10 +3.8% 0.01% $37K 2026-07-09 $140.25
2026 Q1 UNCHANGED — — — 263 — 0% 0.01% $35K 2026-04-13 $135.09
2025 Q4 UNCHANGED — — — 263 — 0% 0.01% $34K 2026-01-05 $126.72
2025 Q3 UNCHANGED — — — 263 — 0% 0.01% $30K 2025-10-22 $122.12
2025 Q2 REDUCED — — — 263 -4 -1.5% 0.01% $28K 2025-08-01 $100.82
2025 Q1 ADDED — — — 267 +60 +29.0% 0.01% $30K 2025-04-07 $89.97
2024 Q4 ADDED — — — 207 +32 +18.3% 0.01% $22K 2025-01-17 $103.29
2024 Q3 UNCHANGED — — — 175 — 0% 0.01% $22K 2024-11-06 $106.39
2024 Q2 REDUCED 32.2% +13.3% ❌ 175 -83 -32.2% 0.01% $20K 2024-07-30 $117.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLD

As of 2026 Q3 — sorted by position size

Boltwood Capital Management 3Y 7Y 0.15% Coastline Trust Co 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% Planning Strategies Inc. 0.0% Noble Wealth Management PBC 0.0%

FAQ About GoalVest Advisory LLC and PLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has GoalVest Advisory LLC reported owning PLD?

GoalVest Advisory LLC reported PLD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PLD position in GoalVest Advisory LLC's portfolio?

The largest reported portfolio weight for PLD was 0.01% in 2025 Q1.

What is the latest reported PLD position on this page?

The most recent filing on this page is 2026 Q3, when GoalVest Advisory LLC reported 273 shares, equal to 0.01% of portfolio, with an estimated market value of $35K.

What does the chart on this PLD ownership page compare?

The chart compares GoalVest Advisory LLC's quarterly PLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GoalVest Advisory LLC time their PLD position?

Based on 13F filing dates vs. subsequent PLD price moves, GoalVest Advisory LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on PLD relative to SPY over the holding period was +69.0%.

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