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Disclosery

Prospera Financial Services Inc: CLM position timeline

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

Prospera Financial Services Inc held 54,917 CLM 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 54,917 shares
    Change vs previous 13F -31,756 shares

    0.01% of the 13F portfolio, value $415,186.

    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 86,673 shares
    Change vs previous 13F -1,018 shares

    0.01% of the 13F portfolio, value $631,001.

    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 87,691 shares
    Change vs previous 13F +5,026 shares

    0.01% of the 13F portfolio, value $733,124.

    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 82,665 shares
    Change vs previous 13F +11,939 shares

    0.01% of the 13F portfolio, value $684,495.

    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 70,726 shares
    Change vs previous 13F +7,163 shares

    0.01% of the 13F portfolio, value $574,310.

    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 63,563 shares
    Change vs previous 13F +7,674 shares

    0.01% of the 13F portfolio, value $472,287.

    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 55,889 shares
    Change vs previous 13F +8,934 shares

    0.01% of the 13F portfolio, value $480,095.

    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 46,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,614.

    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).