Skip to content
Disclosery

Prepared Retirement Institute LLC: ITA position timeline

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

Prepared Retirement Institute LLC held 7,528 ITA 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 7,528 shares
    Change vs previous 13F -196 shares

    0.78% of the 13F portfolio, value $1,824,940.

    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 7,724 shares
    Change vs previous 13F +1,049 shares

    0.84% of the 13F portfolio, value $1,689,719.

    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 6,675 shares
    Change vs previous 13F +1,475 shares

    0.72% of the 13F portfolio, value $1,432,991.

    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 5,200 shares
    Change vs previous 13F +1,407 shares

    0.57% of the 13F portfolio, value $1,088,089.

    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 3,793 shares
    Change vs previous 13F +462 shares

    0.42% of the 13F portfolio, value $715,507.

    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 3,331 shares
    Change vs previous 13F +874 shares

    0.33% of the 13F portfolio, value $510,015.

    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 2,457 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $357,099.

    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).