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Prepared Retirement Institute LLC: SPYG position timeline

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

Prepared Retirement Institute LLC held 88,035 SPYG 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 88,035 shares
    Change vs previous 13F -1,078 shares

    4.46% of the 13F portfolio, value $10,475,321.

    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 89,113 shares
    Change vs previous 13F -5,004 shares

    4.33% of the 13F portfolio, value $8,725,074.

    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 94,117 shares
    Change vs previous 13F -2,358 shares

    5.05% of the 13F portfolio, value $10,042,282.

    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 96,475 shares
    Change vs previous 13F -32,844 shares

    5.26% of the 13F portfolio, value $10,082,561.

    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 129,319 shares
    Change vs previous 13F -30,410 shares

    7.26% of the 13F portfolio, value $12,326,714.

    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 159,729 shares
    Change vs previous 13F -65,290 shares

    8.19% of the 13F portfolio, value $12,837,428.

    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 225,019 shares
    Change vs previous 13F +10,416 shares

    11.29% of the 13F portfolio, value $19,779,197.

    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 214,603 shares
    Change vs previous 13F not available

    10.77% of the 13F portfolio, value $17,799,147.

    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).