Prepared Retirement Institute LLC: IDV position timeline

Prepared Retirement Institute LLC held 7,658 IDV 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 7,658 shares

   Change vs previous 13F -274 shares

   0.14% of the 13F portfolio, value $317,271.

   13F-HR 0002056037-26-000005 filed by Prepared Retirement Institute LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F/A 7,932 shares

   Change vs previous 13F 0 shares

   0.17% of the 13F portfolio, value $337,586.

   13F-HR/A 0002056037-26-000004 filed by Prepared Retirement Institute LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,932 shares

   Change vs previous 13F -405 shares

   0.16% of the 13F portfolio, value $312,917.

   13F-HR 0002056037-26-000001 filed by Prepared Retirement Institute LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,337 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $304,717.

   13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,337 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $287,710.

   13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).