Colter Lewis Investment Partners LLC: PREF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colter Lewis Investment Partners LLC on PREF, newest first. How the timeline and the estimate are built.

Colter Lewis Investment Partners LLC held 14,054 PREF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 14,054 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $267,869.
13F-HR 0001405086-26-000598 filed by Colter Lewis Investment Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,054 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $264,496.
13F-HR 0001405086-26-000325 filed by Colter Lewis Investment Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).