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Prepared Retirement Institute LLC: BND position timeline

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

Prepared Retirement Institute LLC held 117,220 BND 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 117,220 shares
    Change vs previous 13F -640 shares

    3.66% of the 13F portfolio, value $8,605,109.

    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 117,860 shares
    Change vs previous 13F +508 shares

    4.31% of the 13F portfolio, value $8,679,242.

    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 117,352 shares
    Change vs previous 13F +3,279 shares

    4.37% of the 13F portfolio, value $8,692,276.

    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 114,073 shares
    Change vs previous 13F +1,551 shares

    4.42% of the 13F portfolio, value $8,483,578.

    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 112,522 shares
    Change vs previous 13F -8,612 shares

    4.88% of the 13F portfolio, value $8,284,977.

    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 121,134 shares
    Change vs previous 13F -33,742 shares

    5.68% of the 13F portfolio, value $8,897,271.

    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 154,876 shares
    Change vs previous 13F +12,943 shares

    6.36% of the 13F portfolio, value $11,137,159.

    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 141,933 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $10,660,573.

    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).