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Disclosery

Prospera Financial Services Inc: CB position timeline

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

Prospera Financial Services Inc held 26,373 CB 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 26,373 shares
    Change vs previous 13F -159 shares

    0.13% of the 13F portfolio, value $8,987,171.

    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 26,532 shares
    Change vs previous 13F -1,093 shares

    0.14% of the 13F portfolio, value $8,648,140.

    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 27,625 shares
    Change vs previous 13F +216 shares

    0.14% of the 13F portfolio, value $8,623,714.

    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 27,409 shares
    Change vs previous 13F +996 shares

    0.13% of the 13F portfolio, value $7,737,179.

    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 26,413 shares
    Change vs previous 13F +925 shares

    0.14% of the 13F portfolio, value $7,653,189.

    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 25,488 shares
    Change vs previous 13F -60 shares

    0.18% of the 13F portfolio, value $7,697,912.

    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 25,548 shares
    Change vs previous 13F +10,611 shares

    0.16% of the 13F portfolio, value $7,059,626.

    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 14,937 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,308,492.

    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).