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Disclosery

Prospera Financial Services Inc: D position timeline

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

Prospera Financial Services Inc held 50,810 D 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 50,810 shares
    Change vs previous 13F -857 shares

    0.05% of the 13F portfolio, value $3,470,250.

    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 51,667 shares
    Change vs previous 13F -1,037 shares

    0.05% of the 13F portfolio, value $3,194,442.

    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 52,704 shares
    Change vs previous 13F -8,537 shares

    0.05% of the 13F portfolio, value $3,088,415.

    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 61,241 shares
    Change vs previous 13F +6,355 shares

    0.06% of the 13F portfolio, value $3,746,569.

    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 54,886 shares
    Change vs previous 13F -8,215 shares

    0.06% of the 13F portfolio, value $3,102,622.

    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 63,101 shares
    Change vs previous 13F +3,481 shares

    0.08% of the 13F portfolio, value $3,538,562.

    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 59,620 shares
    Change vs previous 13F +7,401 shares

    0.07% of the 13F portfolio, value $3,211,783.

    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 52,219 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,018,234.

    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).