Skip to content
Disclosery

Prepared Retirement Institute LLC: CUSD position timeline

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

Prepared Retirement Institute LLC held 91,765 CUSD 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 91,765 shares
    Change vs previous 13F +99 shares

    0.76% of the 13F portfolio, value $1,780,706.

    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 91,666 shares
    Change vs previous 13F -29,181 shares

    0.89% of the 13F portfolio, value $1,792,994.

    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 120,847 shares
    Change vs previous 13F -29,526 shares

    1.16% of the 13F portfolio, value $2,296,690.

    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 150,373 shares
    Change vs previous 13F -102,055 shares

    1.7% of the 13F portfolio, value $3,260,084.

    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 252,428 shares
    Change vs previous 13F -87,475 shares

    3.19% of the 13F portfolio, value $5,409,521.

    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 339,903 shares
    Change vs previous 13F -177,501 shares

    4.55% of the 13F portfolio, value $7,124,369.

    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 517,404 shares
    Change vs previous 13F +32,743 shares

    6.1% of the 13F portfolio, value $10,689,562.

    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 484,661 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $10,439,023.

    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).