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Disclosery

Prospera Financial Services Inc: CGMU position timeline

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

Prospera Financial Services Inc held 44,204 CGMU 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 44,204 shares
    Change vs previous 13F -102,412 shares

    0.02% of the 13F portfolio, value $1,214,275.

    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 146,616 shares
    Change vs previous 13F +2,107 shares

    0.06% of the 13F portfolio, value $3,980,622.

    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 144,509 shares
    Change vs previous 13F +14,735 shares

    0.06% of the 13F portfolio, value $3,956,653.

    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 129,774 shares
    Change vs previous 13F +289 shares

    0.06% of the 13F portfolio, value $3,541,540.

    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 129,485 shares
    Change vs previous 13F +7,938 shares

    0.06% of the 13F portfolio, value $3,455,970.

    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 121,547 shares
    Change vs previous 13F +110,152 shares

    0.07% of the 13F portfolio, value $3,259,920.

    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 11,395 shares
    Change vs previous 13F +1,986 shares

    0.01% of the 13F portfolio, value $306,757.

    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 9,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $258,382.

    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).