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Disclosery

Prospera Financial Services Inc: ATO position timeline

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

Prospera Financial Services Inc held 17,117 ATO 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 17,117 shares
    Change vs previous 13F -999 shares

    0.04% of the 13F portfolio, value $2,948,651.

    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 18,116 shares
    Change vs previous 13F +183 shares

    0.05% of the 13F portfolio, value $3,346,333.

    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 17,933 shares
    Change vs previous 13F -489 shares

    0.05% of the 13F portfolio, value $3,006,030.

    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 18,422 shares
    Change vs previous 13F +298 shares

    0.05% of the 13F portfolio, value $3,145,573.

    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 18,124 shares
    Change vs previous 13F -2,014 shares

    0.05% of the 13F portfolio, value $2,793,144.

    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 20,138 shares
    Change vs previous 13F -221 shares

    0.07% of the 13F portfolio, value $3,112,766.

    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 20,359 shares
    Change vs previous 13F +414 shares

    0.07% of the 13F portfolio, value $2,835,415.

    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 19,945 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,766,599.

    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).