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Disclosery

Prospera Financial Services Inc: BRK-B position timeline

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

Prospera Financial Services Inc held 130,881 BRK-B 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 130,881 shares
    Change vs previous 13F -9,161 shares

    0.95% of the 13F portfolio, value $65,491,342.

    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 140,042 shares
    Change vs previous 13F -14,743 shares

    1.08% of the 13F portfolio, value $67,106,904.

    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 154,785 shares
    Change vs previous 13F -718 shares

    1.28% of the 13F portfolio, value $77,804,722.

    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 155,503 shares
    Change vs previous 13F -5,029 shares

    1.33% of the 13F portfolio, value $78,177,472.

    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 160,532 shares
    Change vs previous 13F +118,224 shares

    1.45% of the 13F portfolio, value $77,981,480.

    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 42,308 shares
    Change vs previous 13F +1,828 shares

    0.52% of the 13F portfolio, value $22,532,013.

    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 40,480 shares
    Change vs previous 13F +3,516 shares

    0.43% of the 13F portfolio, value $18,356,743.

    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 36,964 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $17,012,749.

    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).