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Disclosery

Prospera Financial Services Inc: BOXX position timeline

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

Prospera Financial Services Inc held 35,163 BOXX 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 35,163 shares
    Change vs previous 13F +4,082 shares

    0.06% of the 13F portfolio, value $4,117,223.

    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 31,081 shares
    Change vs previous 13F -246 shares

    0.06% of the 13F portfolio, value $3,614,397.

    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 31,327 shares
    Change vs previous 13F -215 shares

    0.06% of the 13F portfolio, value $3,605,736.

    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 31,542 shares
    Change vs previous 13F +1,135 shares

    0.06% of the 13F portfolio, value $3,591,362.

    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 30,407 shares
    Change vs previous 13F +2,017 shares

    0.06% of the 13F portfolio, value $3,426,253.

    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 28,390 shares
    Change vs previous 13F +5,140 shares

    0.07% of the 13F portfolio, value $3,165,193.

    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 23,250 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,564,007.

    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).