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Disclosery

Prospera Financial Services Inc: CEF position timeline

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

Prospera Financial Services Inc held 24,155 CEF 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 24,155 shares
    Change vs previous 13F -8,341 shares

    0.01% of the 13F portfolio, value $971,753.

    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 32,496 shares
    Change vs previous 13F -733 shares

    0.02% of the 13F portfolio, value $1,550,707.

    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 33,229 shares
    Change vs previous 13F -451 shares

    0.02% of the 13F portfolio, value $1,521,888.

    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 33,680 shares
    Change vs previous 13F +875 shares

    0.02% of the 13F portfolio, value $1,235,716.

    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 32,805 shares
    Change vs previous 13F +9,630 shares

    0.02% of the 13F portfolio, value $987,430.

    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 23,175 shares
    Change vs previous 13F +2,050 shares

    0.02% of the 13F portfolio, value $658,400.

    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 21,125 shares
    Change vs previous 13F +1,175 shares

    0.01% of the 13F portfolio, value $501,930.

    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 19,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,575.

    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).