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Prospera Financial Services Inc: CMS position timeline

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

Prospera Financial Services Inc held 6,716 CMS 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 6,716 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $514,074.

    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 6,603 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $512,557.

    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 6,418 shares
    Change vs previous 13F +334 shares

    0.01% of the 13F portfolio, value $449,080.

    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 6,084 shares
    Change vs previous 13F -1,941 shares

    0.01% of the 13F portfolio, value $445,812.

    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 8,025 shares
    Change vs previous 13F -4,235 shares

    0.01% of the 13F portfolio, value $555,981.

    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 12,260 shares
    Change vs previous 13F -212 shares

    0.02% of the 13F portfolio, value $920,835.

    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 12,472 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $831,227.

    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 12,330 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $870,837.

    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).