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Prepared Retirement Institute LLC: IHDG position timeline

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

Prepared Retirement Institute LLC held 263,132 IHDG 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 263,132 shares
    Change vs previous 13F -5,540 shares

    5.87% of the 13F portfolio, value $13,782,878.

    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 268,672 shares
    Change vs previous 13F -2,771 shares

    6.42% of the 13F portfolio, value $12,936,561.

    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 271,443 shares
    Change vs previous 13F +567 shares

    6.65% of the 13F portfolio, value $13,208,408.

    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 270,876 shares
    Change vs previous 13F +34,107 shares

    6.51% of the 13F portfolio, value $12,481,972.

    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 236,769 shares
    Change vs previous 13F +8,895 shares

    6.28% of the 13F portfolio, value $10,666,428.

    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 227,874 shares
    Change vs previous 13F -48,624 shares

    6.31% of the 13F portfolio, value $9,889,747.

    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 276,498 shares
    Change vs previous 13F +21,544 shares

    6.86% of the 13F portfolio, value $12,019,360.

    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 254,954 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $11,651,403.

    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).