Skip to content
Disclosery

Prospera Financial Services Inc: CGMS position timeline

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

Prospera Financial Services Inc held 627,005 CGMS 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 627,005 shares
    Change vs previous 13F +17,679 shares

    0.25% of the 13F portfolio, value $17,136,378.

    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 609,326 shares
    Change vs previous 13F +77,450 shares

    0.27% of the 13F portfolio, value $16,592,232.

    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 531,876 shares
    Change vs previous 13F -10,854 shares

    0.24% of the 13F portfolio, value $14,690,691.

    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 542,730 shares
    Change vs previous 13F +17,074 shares

    0.26% of the 13F portfolio, value $15,061,330.

    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 525,656 shares
    Change vs previous 13F -3,532 shares

    0.27% of the 13F portfolio, value $14,519,017.

    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 529,188 shares
    Change vs previous 13F +28,168 shares

    0.33% of the 13F portfolio, value $14,447,365.

    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 501,020 shares
    Change vs previous 13F +146,078 shares

    0.32% of the 13F portfolio, value $13,668,148.

    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 354,942 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,881,684.

    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).