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Prepared Retirement Institute LLC: FELG position timeline

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

Prepared Retirement Institute LLC held 384,328 FELG 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 384,328 shares
    Change vs previous 13F -12,470 shares

    7.16% of the 13F portfolio, value $16,814,362.

    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 396,798 shares
    Change vs previous 13F +21,989 shares

    7.38% of the 13F portfolio, value $14,875,960.

    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 374,809 shares
    Change vs previous 13F +6,192 shares

    7.87% of the 13F portfolio, value $15,629,555.

    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 368,617 shares
    Change vs previous 13F +129,324 shares

    7.9% of the 13F portfolio, value $15,157,520.

    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 239,293 shares
    Change vs previous 13F +93,667 shares

    5.22% of the 13F portfolio, value $8,861,021.

    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 145,626 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $4,587,217.

    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).