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Disclosery

A4 Wealth Advisors LLC: PRFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on PRFD, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 0 PRFD shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,863 shares

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,863 shares
    Change vs previous 13F -3,858 shares

    0.26% of the 13F portfolio, value $301,989.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 9,721 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $503,558.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).