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Prepared Retirement Institute LLC: UDIV position timeline

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

Prepared Retirement Institute LLC held 32,291 UDIV 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 32,291 shares
    Change vs previous 13F +825 shares

    0.83% of the 13F portfolio, value $1,940,632.

    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 31,466 shares
    Change vs previous 13F -179 shares

    0.81% of the 13F portfolio, value $1,624,202.

    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 31,645 shares
    Change vs previous 13F +358 shares

    0.85% of the 13F portfolio, value $1,681,887.

    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 31,287 shares
    Change vs previous 13F +15,927 shares

    0.85% of the 13F portfolio, value $1,638,961.

    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 15,360 shares
    Change vs previous 13F +8,898 shares

    0.44% of the 13F portfolio, value $740,746.

    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 6,462 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $282,578.

    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).