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Disclosery

Prospera Financial Services Inc: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on ADI, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 79,574 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,574 shares
    Change vs previous 13F +2,035 shares

    0.46% of the 13F portfolio, value $31,614,661.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,539 shares
    Change vs previous 13F +31,649 shares

    0.4% of the 13F portfolio, value $24,674,376.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,890 shares
    Change vs previous 13F +290 shares

    0.2% of the 13F portfolio, value $12,448,985.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,600 shares
    Change vs previous 13F -320 shares

    0.19% of the 13F portfolio, value $11,207,070.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,920 shares
    Change vs previous 13F -135 shares

    0.2% of the 13F portfolio, value $10,933,051.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,055 shares
    Change vs previous 13F +2,281 shares

    0.21% of the 13F portfolio, value $9,290,767.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 43,774 shares
    Change vs previous 13F +1,949 shares

    0.22% of the 13F portfolio, value $9,302,788.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,825 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,629,278.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).