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Kathmere Capital Management, LLC: PRFZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on PRFZ, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 10,445 PRFZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,445 shares
    Change vs previous 13F -1,104 shares

    0.03% of the 13F portfolio, value $582,518.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 11,549 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $529,753.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 11,566 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $530,764.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 11,606 shares
    Change vs previous 13F -64 shares

    0.04% of the 13F portfolio, value $527,145.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 11,670 shares
    Change vs previous 13F -402 shares

    0.04% of the 13F portfolio, value $474,619.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 12,072 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $457,046.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 12,152 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $505,645.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 12,160 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $505,248.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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