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Prepared Retirement Institute LLC: PPL position timeline

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

Prepared Retirement Institute LLC held 8,488 PPL 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 8,488 shares
    Change vs previous 13F +13 shares

    0.13% of the 13F portfolio, value $308,554.

    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 8,475 shares
    Change vs previous 13F -943 shares

    0.16% of the 13F portfolio, value $323,750.

    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 9,418 shares
    Change vs previous 13F -67 shares

    0.17% of the 13F portfolio, value $329,830.

    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 9,485 shares
    Change vs previous 13F +235 shares

    0.18% of the 13F portfolio, value $352,479.

    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 9,250 shares
    Change vs previous 13F -520 shares

    0.18% of the 13F portfolio, value $313,499.

    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 9,770 shares
    Change vs previous 13F -2,577 shares

    0.23% of the 13F portfolio, value $352,808.

    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 12,347 shares
    Change vs previous 13F +17 shares

    0.23% of the 13F portfolio, value $400,790.

    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 12,330 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $407,861.

    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).