Skip to content
Disclosery

Prospera Financial Services Inc: DFIV position timeline

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

Prospera Financial Services Inc held 74,893 DFIV 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 74,893 shares
    Change vs previous 13F +6,959 shares

    0.06% of the 13F portfolio, value $4,045,643.

    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 67,934 shares
    Change vs previous 13F +58,880 shares

    0.06% of the 13F portfolio, value $3,585,487.

    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 9,054 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $451,792.

    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 9,009 shares
    Change vs previous 13F +3,534 shares

    0.01% of the 13F portfolio, value $415,492.

    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 5,475 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $234,491.

    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 5,475 shares
    Change vs previous 13F +5,475 shares

    <0.01% of the 13F portfolio, value $215,494.

    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 0 shares
    Change vs previous 13F -5,575 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 5,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,293.

    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).