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Disclosery

Prospera Financial Services Inc: AEP position timeline

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

Prospera Financial Services Inc held 28,342 AEP 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 28,342 shares
    Change vs previous 13F +232 shares

    0.06% of the 13F portfolio, value $3,879,920.

    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 28,110 shares
    Change vs previous 13F +3,398 shares

    0.06% of the 13F portfolio, value $3,686,893.

    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 24,712 shares
    Change vs previous 13F -17,680 shares

    0.05% of the 13F portfolio, value $2,851,175.

    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 42,392 shares
    Change vs previous 13F +15,856 shares

    0.08% of the 13F portfolio, value $4,770,604.

    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 26,536 shares
    Change vs previous 13F -9,812 shares

    0.05% of the 13F portfolio, value $2,754,345.

    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 36,348 shares
    Change vs previous 13F +15,288 shares

    0.09% of the 13F portfolio, value $3,972,287.

    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 21,060 shares
    Change vs previous 13F +3,123 shares

    0.05% of the 13F portfolio, value $1,942,834.

    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 17,937 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,840,925.

    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).