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Disclosery

Prospera Financial Services Inc: CWB position timeline

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

Prospera Financial Services Inc held 23,100 CWB 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 23,100 shares
    Change vs previous 13F -28,249 shares

    0.04% of the 13F portfolio, value $2,490,793.

    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 51,349 shares
    Change vs previous 13F -4,888 shares

    0.08% of the 13F portfolio, value $4,699,249.

    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 56,237 shares
    Change vs previous 13F +4,333 shares

    0.08% of the 13F portfolio, value $5,016,321.

    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 51,904 shares
    Change vs previous 13F +7,527 shares

    0.08% of the 13F portfolio, value $4,697,307.

    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 44,377 shares
    Change vs previous 13F +1,405 shares

    0.07% of the 13F portfolio, value $3,668,167.

    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 42,972 shares
    Change vs previous 13F -25,912 shares

    0.08% of the 13F portfolio, value $3,292,466.

    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 68,884 shares
    Change vs previous 13F +47,227 shares

    0.12% of the 13F portfolio, value $5,365,082.

    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 21,657 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,658,718.

    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).