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Disclosery

Prospera Financial Services Inc: CGDV position timeline

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

Prospera Financial Services Inc held 1,237,244 CGDV 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 1,237,244 shares
    Change vs previous 13F +68,193 shares

    0.89% of the 13F portfolio, value $60,971,096.

    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 1,169,051 shares
    Change vs previous 13F +47,444 shares

    0.8% of the 13F portfolio, value $49,731,653.

    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 1,121,607 shares
    Change vs previous 13F +6,564 shares

    0.8% of the 13F portfolio, value $48,947,259.

    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 1,115,043 shares
    Change vs previous 13F +67,867 shares

    0.8% of the 13F portfolio, value $46,866,226.

    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 1,047,176 shares
    Change vs previous 13F +53,082 shares

    0.77% of the 13F portfolio, value $41,353,974.

    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 994,094 shares
    Change vs previous 13F +134,291 shares

    0.81% of the 13F portfolio, value $35,429,901.

    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 859,803 shares
    Change vs previous 13F +194,978 shares

    0.71% of the 13F portfolio, value $30,317,105.

    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 664,825 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $24,226,407.

    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).