Skip to content
Disclosery

Boston Standard Wealth Management, LLC: PRFZ position timeline

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

Boston Standard Wealth Management, LLC held 40,300 PRFZ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,300 shares
    Change vs previous 13F -2,087 shares

    0.3% of the 13F portfolio, value $2,108,942.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,387 shares
    Change vs previous 13F +896 shares

    0.34% of the 13F portfolio, value $2,371,556.

    13F-HR 0001630939-26-000006 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 41,491 shares
    Change vs previous 13F -2,775 shares

    0.31% of the 13F portfolio, value $1,923,545.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 44,266 shares
    Change vs previous 13F -85 shares

    0.34% of the 13F portfolio, value $2,031,373.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 44,351 shares
    Change vs previous 13F -272 shares

    0.34% of the 13F portfolio, value $2,014,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 44,623 shares
    Change vs previous 13F +3,372 shares

    0.33% of the 13F portfolio, value $1,815,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,251 shares
    Change vs previous 13F -1,064 shares

    0.35% of the 13F portfolio, value $1,573,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,315 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,761,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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