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Disclosery

Prospera Financial Services Inc: CRM position timeline

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

Prospera Financial Services Inc held 50,677 CRM 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 50,677 shares
    Change vs previous 13F +6,412 shares

    0.12% of the 13F portfolio, value $7,940,915.

    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 44,265 shares
    Change vs previous 13F -10,261 shares

    0.13% of the 13F portfolio, value $8,265,022.

    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 54,526 shares
    Change vs previous 13F +5,092 shares

    0.24% of the 13F portfolio, value $14,447,915.

    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 49,434 shares
    Change vs previous 13F -2,754 shares

    0.2% of the 13F portfolio, value $11,718,247.

    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 52,188 shares
    Change vs previous 13F -21,510 shares

    0.27% of the 13F portfolio, value $14,233,802.

    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 73,698 shares
    Change vs previous 13F +7,365 shares

    0.45% of the 13F portfolio, value $19,779,358.

    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 66,333 shares
    Change vs previous 13F +11,542 shares

    0.52% of the 13F portfolio, value $22,178,796.

    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 54,791 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $14,997,609.

    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).