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Prepared Retirement Institute LLC: DIVI position timeline

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

Prepared Retirement Institute LLC held 196,385 DIVI 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 196,385 shares
    Change vs previous 13F +20,206 shares

    3.57% of the 13F portfolio, value $8,389,563.

    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 176,179 shares
    Change vs previous 13F +24,126 shares

    3.48% of the 13F portfolio, value $7,013,682.

    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 152,053 shares
    Change vs previous 13F +18,545 shares

    2.98% of the 13F portfolio, value $5,913,339.

    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 133,508 shares
    Change vs previous 13F +19,285 shares

    2.6% of the 13F portfolio, value $4,981,173.

    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 114,223 shares
    Change vs previous 13F +1,404 shares

    2.4% of the 13F portfolio, value $4,070,910.

    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 112,819 shares
    Change vs previous 13F +6,442 shares

    2.35% of the 13F portfolio, value $3,676,763.

    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 106,377 shares
    Change vs previous 13F +22,535 shares

    1.82% of the 13F portfolio, value $3,192,360.

    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 83,842 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,780,202.

    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).