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NOVARE CAPITAL MANAGEMENT LLC: PRF position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 37,270 PRF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,270 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $2,013,677.

    13F-HR 0001951757-26-001176 filed by NOVARE 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 37,268 shares
    Change vs previous 13F +442 shares

    0.14% of the 13F portfolio, value $1,771,356.

    13F-HR 0001951757-26-000640 filed by NOVARE 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 36,826 shares
    Change vs previous 13F -2,150 shares

    0.13% of the 13F portfolio, value $1,727,876.

    13F-HR 0001951757-26-000360 filed by NOVARE 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 38,976 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,762,105.

    13F-HR 0001951757-25-001264 filed by NOVARE 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 38,976 shares
    Change vs previous 13F -329 shares

    0.13% of the 13F portfolio, value $1,647,516.

    13F-HR 0001951757-25-000991 filed by NOVARE 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 39,305 shares
    Change vs previous 13F -71 shares

    0.14% of the 13F portfolio, value $1,588,316.

    13F-HR 0001951757-25-000471 filed by NOVARE 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 39,376 shares
    Change vs previous 13F -684 shares

    0.13% of the 13F portfolio, value $1,588,428.

    13F-HR 0001951757-25-000086 filed by NOVARE 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 40,060 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,627,638.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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