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Prepared Retirement Institute LLC: FDHY position timeline

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

Prepared Retirement Institute LLC held 5,078 FDHY 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 5,078 shares
    Change vs previous 13F +83 shares

    0.11% of the 13F portfolio, value $248,976.

    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 4,995 shares
    Change vs previous 13F +81 shares

    0.12% of the 13F portfolio, value $242,481.

    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 4,914 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $242,432.

    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 4,839 shares
    Change vs previous 13F +81 shares

    0.12% of the 13F portfolio, value $238,549.

    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 4,758 shares
    Change vs previous 13F +81 shares

    0.14% of the 13F portfolio, value $232,440.

    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 4,677 shares
    Change vs previous 13F +79 shares

    0.14% of the 13F portfolio, value $224,682.

    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 4,598 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $221,877.

    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 4,527 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $223,238.

    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).