Prepared Retirement Institute LLC: SCHA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prepared Retirement Institute LLC on SCHA, newest first. How the timeline and the estimate are built.
Prepared Retirement Institute LLC held 0 SCHA shares at 2025-09-30 per its 13F-HR filed 2025-10-21.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -12,897 shares
13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 12,897 sharesChange vs previous 13F -1,660 shares
0.19% of the 13F portfolio, value $326,307.
13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,557 sharesChange vs previous 13F -665 shares
0.22% of the 13F portfolio, value $341,065.
13F-HR 0002056037-25-000007 filed by Prepared Retirement Institute LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,222 sharesChange vs previous 13F +6,736 shares
0.22% of the 13F portfolio, value $393,638.
13F-HR 0002056037-25-000005 filed by Prepared Retirement Institute LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,486 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $437,035.
13F-HR 0002056037-25-000004 filed by Prepared Retirement Institute LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).