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Prepared Retirement Institute LLC: VB position timeline

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

Prepared Retirement Institute LLC held 27,121 VB 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 27,121 shares
    Change vs previous 13F -903 shares

    3.5% of the 13F portfolio, value $8,220,934.

    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 28,024 shares
    Change vs previous 13F -682 shares

    3.64% of the 13F portfolio, value $7,340,035.

    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 28,706 shares
    Change vs previous 13F -769 shares

    3.73% of the 13F portfolio, value $7,404,722.

    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 29,475 shares
    Change vs previous 13F +5,350 shares

    3.91% of the 13F portfolio, value $7,495,006.

    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 24,125 shares
    Change vs previous 13F +2,365 shares

    3.37% of the 13F portfolio, value $5,717,166.

    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 21,760 shares
    Change vs previous 13F -3,638 shares

    3.08% of the 13F portfolio, value $4,825,341.

    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 25,398 shares
    Change vs previous 13F +2,090 shares

    3.48% of the 13F portfolio, value $6,102,743.

    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 23,308 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $5,528,870.

    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).