Position in PRI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,399
+$640 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 519 holders
Holding Since
Jun 2025
5 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, 2026Dogwood Wealth Management LLC holds $53,539 across 7 Insurance - Life names. PRI ranks #5 (10.1% of the industry book) .
All Filings in PRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,399 | 19 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,759 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,750 | 30 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,545 | 56 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,315 | 45 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||