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PRAIRIEVIEW WEALTH PARTNERS, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRAIRIEVIEW WEALTH PARTNERS, LLC on USRT, newest first. How the timeline and the estimate are built.

PRAIRIEVIEW WEALTH PARTNERS, LLC held 8,238 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,238 shares
    Change vs previous 13F -208 shares

    0.41% of the 13F portfolio, value $547,415.

    13F-HR 0001765380-26-000295 filed by PRAIRIEVIEW WEALTH 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 8,446 shares
    Change vs previous 13F -73 shares

    0.41% of the 13F portfolio, value $499,919.

    13F-HR 0001765380-26-000149 filed by PRAIRIEVIEW WEALTH 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 8,519 shares
    Change vs previous 13F -122 shares

    0.44% of the 13F portfolio, value $485,242.

    13F-HR 0002011194-26-000001 filed by PRAIRIEVIEW WEALTH 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 8,641 shares
    Change vs previous 13F -44 shares

    0.48% of the 13F portfolio, value $507,400.

    13F-HR 0001765380-25-000468 filed by PRAIRIEVIEW WEALTH 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 8,685 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $491,224.

    13F-HR 0001765380-25-000312 filed by PRAIRIEVIEW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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