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Prepared Retirement Institute LLC: VIG position timeline

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

Prepared Retirement Institute LLC held 119,642 VIG 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 119,642 shares
    Change vs previous 13F +4,529 shares

    12.05% of the 13F portfolio, value $28,309,629.

    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 115,113 shares
    Change vs previous 13F +1,897 shares

    12.29% of the 13F portfolio, value $24,756,239.

    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 113,216 shares
    Change vs previous 13F +6,040 shares

    12.52% of the 13F portfolio, value $24,882,616.

    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 107,176 shares
    Change vs previous 13F +3,799 shares

    12.06% of the 13F portfolio, value $23,127,579.

    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 103,377 shares
    Change vs previous 13F -2,448 shares

    12.47% of the 13F portfolio, value $21,158,080.

    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 105,825 shares
    Change vs previous 13F -12,623 shares

    13.1% of the 13F portfolio, value $20,529,084.

    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 118,448 shares
    Change vs previous 13F +11,064 shares

    13.24% of the 13F portfolio, value $23,195,695.

    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 107,384 shares
    Change vs previous 13F not available

    12.87% of the 13F portfolio, value $21,268,568.

    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).