Spartan Wealth Advisory Services LLC: PREF position timeline

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

Spartan Wealth Advisory Services LLC held 261,330 PREF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 261,330 shares
Change vs previous 13F +5,924 shares
0.41% of the 13F portfolio, value $4,980,944.
13F-HR 0001765380-26-000292 filed by Spartan Wealth Advisory Services LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 255,406 shares
Change vs previous 13F not available
0.42% of the 13F portfolio, value $4,806,733.
13F-HR 0001765380-26-000177 filed by Spartan Wealth Advisory Services LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).