GoalVest Advisory LLC

Position in PLD — Prologis, Inc.

CIK 1839307 NEW YORK, NY

Position in PLD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$36,983

+$2,220 QoQ

Shares Held

273

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,546

of 1,716 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GoalVest Advisory LLC holds $36,983 across 1 REIT - Industrial name. PLD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PLD	Prologis, Inc. This page	273	$36,983

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,983	273	+3.8%	Shares	Sole	2026-07-09
2026-03-31	$34,763	263	0.0%	Shares	Sole	2026-04-13
2025-12-31	$33,574	263	0.0%	Shares	Sole	2026-01-05
2025-09-30	$30,118	263	0.0%	Shares	Sole	2025-10-22
2025-06-30	$27,646	263	-1.5%	Shares	Sole	2025-08-01
2025-03-31	$29,847	267	+29.0%	Shares	Sole	2025-04-07
2024-12-31	$21,879	207	+18.3%	Shares	Sole	2025-01-17
2024-09-30	$22,099	175	0.0%	Shares	Sole	2024-11-06
2024-06-30	$19,654	175	-32.2%	Shares	Sole	2024-07-30
2024-03-31	$33,596	258	-16.8%	Shares	Sole	2024-04-15
2023-12-31	$41,323	310	-37.0%	Shares	Sole	2024-01-02
2023-09-30	$55,207	492	+181.1%	Shares	Sole	2023-10-10
2023-06-30	$21,460	175	-22.2%	Shares	Sole	2023-07-17
2023-03-31	$28,073	225	-64.0%	Shares	Sole	2023-04-03
2022-12-31	$70,456	625	+8.7%	Shares	Sole	2023-01-06
2022-09-30	$58,420	575	-0.5%	Shares	Sole	2022-10-11
2022-06-30	$68,001	578	-80.5%	Shares	Sole	2022-07-06
2022-03-31	$477,496	2,957	+205.8%	Shares	Sole	2022-05-03
2021-06-30	$115,585	967	—	Shares	Sole	2021-09-01
2021-03-31	$0	0	-100.0%	Shares	Sole	2021-05-13
2020-12-31	$13,454	135	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.