Skip to content

Grey Ledge Advisors, LLC: PREF position timeline

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

Grey Ledge Advisors, LLC held 205,655 PREF 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 205,655 shares
    Change vs previous 13F +3,449 shares

    0.79% of the 13F portfolio, value $3,919,784.

    13F-HR 0001660694-26-000003 filed by Grey Ledge Advisors, 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 202,206 shares
    Change vs previous 13F -6,543 shares

    0.86% of the 13F portfolio, value $3,805,516.

    13F-HR 0001660694-26-000002 filed by Grey Ledge 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 ended2025-12-31
    13F 208,749 shares
    Change vs previous 13F -31,894 shares

    0.9% of the 13F portfolio, value $3,980,852.

    13F-HR 0001660694-26-000001 filed by Grey Ledge Advisors, 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 240,643 shares
    Change vs previous 13F +16,368 shares

    1.04% of the 13F portfolio, value $4,604,809.

    13F-HR 0001660694-25-000007 filed by Grey Ledge Advisors, 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 224,275 shares
    Change vs previous 13F +31,107 shares

    1.04% of the 13F portfolio, value $4,254,502.

    13F-HR 0001660694-25-000004 filed by Grey Ledge Advisors, 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 193,168 shares
    Change vs previous 13F +127,373 shares

    0.95% of the 13F portfolio, value $3,612,235.

    13F-HR 0001660694-25-000003 filed by Grey Ledge Advisors, 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 65,795 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,224,453.

    13F-HR 0001398344-25-000847 filed by Grey Ledge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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