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Prepared Retirement Institute LLC: FALN position timeline

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

Prepared Retirement Institute LLC held 268,819 FALN 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 268,819 shares
    Change vs previous 13F +2,305 shares

    3.12% of the 13F portfolio, value $7,322,642.

    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 266,514 shares
    Change vs previous 13F -2,319 shares

    3.53% of the 13F portfolio, value $7,121,257.

    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 268,833 shares
    Change vs previous 13F -1,131 shares

    3.69% of the 13F portfolio, value $7,339,135.

    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 269,964 shares
    Change vs previous 13F +23,255 shares

    3.91% of the 13F portfolio, value $7,499,604.

    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 246,709 shares
    Change vs previous 13F +8,771 shares

    3.95% of the 13F portfolio, value $6,695,690.

    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 237,938 shares
    Change vs previous 13F -42,183 shares

    4.07% of the 13F portfolio, value $6,374,351.

    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 280,121 shares
    Change vs previous 13F +19,832 shares

    4.27% of the 13F portfolio, value $7,482,030.

    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 260,289 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $7,116,288.

    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).