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Prepared Retirement Institute LLC: CMBS position timeline

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

Prepared Retirement Institute LLC held 261,927 CMBS 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 261,927 shares
    Change vs previous 13F +5,213 shares

    5.42% of the 13F portfolio, value $12,742,733.

    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 256,714 shares
    Change vs previous 13F +16,036 shares

    6.21% of the 13F portfolio, value $12,509,661.

    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 240,678 shares
    Change vs previous 13F -3,106 shares

    5.94% of the 13F portfolio, value $11,812,463.

    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 243,784 shares
    Change vs previous 13F +87,382 shares

    6.24% of the 13F portfolio, value $11,962,464.

    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 156,402 shares
    Change vs previous 13F +96,333 shares

    4.49% of the 13F portfolio, value $7,619,885.

    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 60,069 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,883,312.

    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).