Position in PRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,662
+$1,146 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#456
of 519 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $18,489 across 3 Insurance - Life names. PRI ranks #1 (52.3% of the industry book) .
All Filings in PRI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,662 | 34 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,516 | 34 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,918 | 50 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||