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Disclosery

Tortuga Wealth Management, Inc: PREF position timeline

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

Tortuga Wealth Management, Inc held 0 PREF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,859 shares

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,859 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $204,360.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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