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Disclosery

Smartleaf Asset Management LLC: PREF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on PREF, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 35,653 PREF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,653 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $679,190.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 35,653 shares
    Change vs previous 13F -11,633 shares

    0.02% of the 13F portfolio, value $667,781.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 47,286 shares
    Change vs previous 13F -11,809 shares

    0.03% of the 13F portfolio, value $900,798.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 59,095 shares
    Change vs previous 13F -915 shares

    0.07% of the 13F portfolio, value $1,131,078.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 60,010 shares
    Change vs previous 13F -10,724 shares

    0.1% of the 13F portfolio, value $1,134,789.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 70,734 shares
    Change vs previous 13F +15,625 shares

    0.13% of the 13F portfolio, value $1,324,494.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 55,109 shares
    Change vs previous 13F +9,930 shares

    0.1% of the 13F portfolio, value $1,025,578.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 45,179 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $851,172.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).