Prepared Retirement Institute LLC

Q1 2026 13F Holdings

Location
Lansdale, PA
Holdings as of
3/31/2026
Value ($000)
$201,510
Num holdings
79
Date filed
5/15/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
1/28/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type