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Disclosery

Prospera Financial Services Inc: C position timeline

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

Prospera Financial Services Inc held 77,583 C 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 77,583 shares
    Change vs previous 13F +806 shares

    0.16% of the 13F portfolio, value $10,859,966.

    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 76,777 shares
    Change vs previous 13F +906 shares

    0.14% of the 13F portfolio, value $8,708,365.

    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 75,871 shares
    Change vs previous 13F +2,504 shares

    0.15% of the 13F portfolio, value $8,854,114.

    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 73,367 shares
    Change vs previous 13F -2,061 shares

    0.13% of the 13F portfolio, value $7,447,800.

    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 75,428 shares
    Change vs previous 13F -826 shares

    0.12% of the 13F portfolio, value $6,421,089.

    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 76,254 shares
    Change vs previous 13F +5,546 shares

    0.12% of the 13F portfolio, value $5,413,630.

    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 70,708 shares
    Change vs previous 13F +4,357 shares

    0.12% of the 13F portfolio, value $4,977,465.

    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 66,351 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,153,890.

    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).