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Disclosery

Prospera Financial Services Inc: BMO position timeline

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

Prospera Financial Services Inc held 3,168 BMO 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 3,168 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $559,783.

    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 3,438 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $465,294.

    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 3,438 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $446,213.

    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 3,403 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $443,239.

    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 3,383 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $374,259.

    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 3,035 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $289,871.

    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 3,035 shares
    Change vs previous 13F -118 shares

    0.01% of the 13F portfolio, value $294,546.

    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 3,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $284,434.

    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).