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Prepared Retirement Institute LLC: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prepared Retirement Institute LLC on ALL, newest first. How the timeline and the estimate are built.

Prepared Retirement Institute LLC held 2,847 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,847 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $677,415.

    13F-HR 0002056037-26-000005 filed by Prepared Retirement Institute 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/A 2,847 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $590,297.

    13F-HR/A 0002056037-26-000004 filed by Prepared Retirement Institute 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 2,847 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $592,603.

    13F-HR 0002056037-26-000001 filed by Prepared Retirement Institute 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 2,847 shares
    Change vs previous 13F -7 shares

    0.32% of the 13F portfolio, value $611,109.

    13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute 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 2,854 shares
    Change vs previous 13F -250 shares

    0.34% of the 13F portfolio, value $574,539.

    13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute 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 3,104 shares
    Change vs previous 13F -400 shares

    0.41% of the 13F portfolio, value $642,745.

    13F-HR 0002056037-25-000007 filed by Prepared Retirement Institute 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 3,504 shares
    Change vs previous 13F +400 shares

    0.39% of the 13F portfolio, value $675,536.

    13F-HR 0002056037-25-000005 filed by Prepared Retirement Institute 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 3,104 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $588,674.

    13F-HR 0002056037-25-000004 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

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