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Prepared Retirement Institute LLC: SVAL position timeline

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

Prepared Retirement Institute LLC held 48,177 SVAL 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 48,177 shares
    Change vs previous 13F +5,012 shares

    0.86% of the 13F portfolio, value $2,013,081.

    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 43,165 shares
    Change vs previous 13F +6,940 shares

    0.77% of the 13F portfolio, value $1,551,251.

    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 36,225 shares
    Change vs previous 13F +8,493 shares

    0.63% of the 13F portfolio, value $1,243,607.

    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 27,732 shares
    Change vs previous 13F +4,544 shares

    0.48% of the 13F portfolio, value $929,285.

    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 23,188 shares
    Change vs previous 13F +1,140 shares

    0.42% of the 13F portfolio, value $720,096.

    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 22,048 shares
    Change vs previous 13F -1,891 shares

    0.42% of the 13F portfolio, value $661,562.

    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 23,939 shares
    Change vs previous 13F +4,813 shares

    0.44% of the 13F portfolio, value $777,551.

    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 19,126 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $615,869.

    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).