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FourThought Financial Partners, LLC: PREF position timeline

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

FourThought Financial Partners, LLC held 70,284 PREF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,284 shares
    Change vs previous 13F +750 shares

    0.1% of the 13F portfolio, value $1,339,610.

    13F-HR 0001765380-26-000356 filed by FourThought 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 69,534 shares
    Change vs previous 13F +2,246 shares

    0.11% of the 13F portfolio, value $1,308,628.

    13F-HR 0001765380-26-000183 filed by FourThought 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 67,288 shares
    Change vs previous 13F +3,398 shares

    0.11% of the 13F portfolio, value $1,283,181.

    13F-HR 0001765380-26-000071 filed by FourThought 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 63,890 shares
    Change vs previous 13F +7,612 shares

    0.11% of the 13F portfolio, value $1,222,855.

    13F-HR 0001765380-25-000495 filed by FourThought 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 56,278 shares
    Change vs previous 13F +5,967 shares

    0.11% of the 13F portfolio, value $1,067,601.

    13F-HR 0001765380-25-000355 filed by FourThought 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 50,311 shares
    Change vs previous 13F +1,638 shares

    0.1% of the 13F portfolio, value $940,818.

    13F-HR 0001765380-25-000174 filed by FourThought 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 48,673 shares
    Change vs previous 13F +489 shares

    0.09% of the 13F portfolio, value $905,809.

    13F-HR 0001765380-25-000043 filed by FourThought 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 48,184 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $906,343.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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