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Henderson Brothers Financial Partners, LLC: PREF position timeline

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

Henderson Brothers Financial Partners, LLC held 39,713 PREF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,713 shares
    Change vs previous 13F -35,755 shares

    0.36% of the 13F portfolio, value $756,929.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers 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 75,468 shares
    Change vs previous 13F +40,181 shares

    0.36% of the 13F portfolio, value $1,420,302.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers 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 ended2025-03-31
    13F 35,287 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $672,928.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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