Prepared Retirement Institute LLC

All 13F Filings

Location
Lansdale, PA
CIK
0002056037
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000205603726000004 Q1 2026 79 201,510,344 RESTATEMENT 5/15/2026 Prepared Retirement Institute LLC
000205603726000003 Q1 2026 79 201,512 13F-HR 4/30/2026 Prepared Retirement Institute LLC