Prepared Retirement Institute LLC originally filed its 13F report for Q1 2026 on April 30, 2026. The filing was subsequently amended, with the latest update submitted on May 15, 2026. The portfolio totaled 201,512 reflecting a -99.90% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 63.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Yes. Prepared Retirement Institute originally filed on 04/30/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 05/15/2026.
In the Q1 2026 filing, Prepared Retirement Institute reported a managed portfolio value of 201.51 M, consisting of 79 individual positions.
Multiple filings indicate that Prepared Retirement Institute updated their Q1 2026 report. The initial filing was submitted on 04/30/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Prepared Retirement Institute bought or sold during Q1 2026, please visit Prepared Retirement Institute's Portfolio Analysis page.