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Disclosery

Prospera Financial Services Inc: CALY position timeline

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

Prospera Financial Services Inc held 33,664 CALY 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 33,664 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $632,522.

    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 33,664 shares
    Change vs previous 13F -1,153 shares

    0.01% of the 13F portfolio, value $467,239.

    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 34,817 shares
    Change vs previous 13F -2,366 shares

    0.01% of the 13F portfolio, value $406,292.

    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 37,183 shares
    Change vs previous 13F -1,839 shares

    0.01% of the 13F portfolio, value $353,227.

    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 39,022 shares
    Change vs previous 13F -2,420 shares

    0.01% of the 13F portfolio, value $314,106.

    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 41,442 shares
    Change vs previous 13F +23,056 shares

    0.01% of the 13F portfolio, value $273,084.

    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 18,386 shares
    Change vs previous 13F -857 shares

    <0.01% of the 13F portfolio, value $144,495.

    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 19,243 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,272.

    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).