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Disclosery

EnRich Financial Partners LLC: PRF position timeline

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

EnRich Financial Partners LLC held 24,644 PRF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,644 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,331,540.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,644 shares
    Change vs previous 13F -59 shares

    0.31% of the 13F portfolio, value $1,171,351.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,703 shares
    Change vs previous 13F -260 shares

    0.32% of the 13F portfolio, value $1,159,086.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,963 shares
    Change vs previous 13F -32 shares

    0.32% of the 13F portfolio, value $1,128,598.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,995 shares
    Change vs previous 13F -394 shares

    0.32% of the 13F portfolio, value $1,056,558.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,389 shares
    Change vs previous 13F -526 shares

    0.34% of the 13F portfolio, value $1,025,988.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 25,915 shares
    Change vs previous 13F -479 shares

    0.35% of the 13F portfolio, value $1,045,430.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,394 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,072,407.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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