Prepared Retirement Institute LLC SEC EDGAR Filings (CIK 0002056037)

SEC EDGAR filings, ownership reports, and insider transactions for Prepared Retirement Institute LLC.

Business address
105 Montgomery Ave., Suite 1053, Lansdale, PA, 19446
Top securities (13F)
VIG, SCHD, FELG, IHDG, CMBS, VTI, SPYG, BND, VCIT, VB, FALN, DIVI, VOO, SHY, DIVB, MSFT, IAGG, SPC, VUG, and PFFD
State of incorporation
PA
Fiscal year end
31 December
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Prepared Retirement Institute LLC has filed 10 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Recent SEC filings for Prepared Retirement Institute LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2026 31 Dec 2025 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-25040
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2025 30 Jun 2025 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2025 30 Jun 2025 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Sep 2024 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 30 Jun 2024 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Mar 2024 028-25040
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2023 028-25040

About this filer

Prepared Retirement Institute LLC files with the SEC under CIK 0002056037. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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