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Disclosery

Prospera Financial Services Inc: BX position timeline

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

Prospera Financial Services Inc held 249,715 BX 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 249,715 shares
    Change vs previous 13F +1,076 shares

    0.43% of the 13F portfolio, value $29,386,550.

    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 248,639 shares
    Change vs previous 13F +11,567 shares

    0.46% of the 13F portfolio, value $28,593,284.

    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 237,072 shares
    Change vs previous 13F +1,948 shares

    0.6% of the 13F portfolio, value $36,544,477.

    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 235,124 shares
    Change vs previous 13F -2,771 shares

    0.69% of the 13F portfolio, value $40,173,181.

    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 237,895 shares
    Change vs previous 13F +777 shares

    0.66% of the 13F portfolio, value $35,587,058.

    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 237,118 shares
    Change vs previous 13F -862 shares

    0.76% of the 13F portfolio, value $33,145,810.

    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 237,980 shares
    Change vs previous 13F +341 shares

    0.96% of the 13F portfolio, value $41,034,314.

    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 237,639 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $36,390,856.

    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).