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Prepared Retirement Institute LLC: DVY position timeline

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

Prepared Retirement Institute LLC held 9,995 DVY 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 9,995 shares
    Change vs previous 13F +1,625 shares

    0.67% of the 13F portfolio, value $1,562,204.

    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 8,370 shares
    Change vs previous 13F +2,383 shares

    0.63% of the 13F portfolio, value $1,267,307.

    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 5,987 shares
    Change vs previous 13F +3,361 shares

    0.43% of the 13F portfolio, value $844,963.

    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 2,626 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $373,182.

    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).