Skip to content
Disclosery

Prepared Retirement Institute LLC: IAGG position timeline

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

Prepared Retirement Institute LLC held 56,895 IAGG 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 56,895 shares
    Change vs previous 13F +7,849 shares

    1.23% of the 13F portfolio, value $2,878,898.

    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 49,046 shares
    Change vs previous 13F +2,064 shares

    1.22% of the 13F portfolio, value $2,454,260.

    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 46,982 shares
    Change vs previous 13F +7,554 shares

    1.18% of the 13F portfolio, value $2,349,562.

    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 39,428 shares
    Change vs previous 13F +9,626 shares

    1.05% of the 13F portfolio, value $2,019,908.

    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 29,802 shares
    Change vs previous 13F +1,233 shares

    0.9% of the 13F portfolio, value $1,522,595.

    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 28,569 shares
    Change vs previous 13F +5,415 shares

    0.91% of the 13F portfolio, value $1,428,187.

    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 23,154 shares
    Change vs previous 13F +2,979 shares

    0.66% of the 13F portfolio, value $1,155,830.

    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 20,175 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,045,468.

    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).