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Disclosery

Prospera Financial Services Inc: DE position timeline

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

Prospera Financial Services Inc held 14,950 DE 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 14,950 shares
    Change vs previous 13F -3,392 shares

    0.14% of the 13F portfolio, value $9,492,462.

    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 18,342 shares
    Change vs previous 13F -668 shares

    0.17% of the 13F portfolio, value $10,340,424.

    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 19,010 shares
    Change vs previous 13F -2,906 shares

    0.15% of the 13F portfolio, value $8,856,358.

    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 21,916 shares
    Change vs previous 13F +2,202 shares

    0.17% of the 13F portfolio, value $10,027,971.

    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 19,714 shares
    Change vs previous 13F +6,687 shares

    0.19% of the 13F portfolio, value $10,031,078.

    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 13,027 shares
    Change vs previous 13F -2,596 shares

    0.14% of the 13F portfolio, value $6,118,836.

    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 15,623 shares
    Change vs previous 13F +4,037 shares

    0.15% of the 13F portfolio, value $6,623,620.

    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 11,586 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,838,789.

    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).