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Prepared Retirement Institute LLC: DIVB position timeline

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

Prepared Retirement Institute LLC held 68,554 DIVB 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 68,554 shares
    Change vs previous 13F +7,962 shares

    1.8% of the 13F portfolio, value $4,222,901.

    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 60,592 shares
    Change vs previous 13F +6,337 shares

    1.62% of the 13F portfolio, value $3,268,935.

    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 54,255 shares
    Change vs previous 13F +10,073 shares

    1.45% of the 13F portfolio, value $2,883,637.

    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 44,182 shares
    Change vs previous 13F +6,131 shares

    1.2% of the 13F portfolio, value $2,308,495.

    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 38,051 shares
    Change vs previous 13F +3,180 shares

    1.13% of the 13F portfolio, value $1,914,732.

    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 34,871 shares
    Change vs previous 13F +4,468 shares

    1.08% of the 13F portfolio, value $1,691,955.

    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 30,403 shares
    Change vs previous 13F +5,378 shares

    0.82% of the 13F portfolio, value $1,441,102.

    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 25,025 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,212,457.

    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).