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Prepared Retirement Institute LLC: PFFD position timeline

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

Prepared Retirement Institute LLC held 89,174 PFFD 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 89,174 shares
    Change vs previous 13F -656 shares

    0.71% of the 13F portfolio, value $1,666,655.

    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 89,830 shares
    Change vs previous 13F -5,122 shares

    0.82% of the 13F portfolio, value $1,652,880.

    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 94,952 shares
    Change vs previous 13F +1,147 shares

    0.9% of the 13F portfolio, value $1,795,538.

    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 93,805 shares
    Change vs previous 13F -25,133 shares

    0.95% of the 13F portfolio, value $1,822,638.

    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 118,938 shares
    Change vs previous 13F -13,063 shares

    1.32% of the 13F portfolio, value $2,239,609.

    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 132,001 shares
    Change vs previous 13F -64,100 shares

    1.6% of the 13F portfolio, value $2,513,305.

    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 196,101 shares
    Change vs previous 13F -1,479 shares

    2.18% of the 13F portfolio, value $3,825,931.

    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 197,580 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,105,717.

    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).