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Prospera Financial Services Inc: DSEP position timeline

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

Prospera Financial Services Inc held 27,189 DSEP 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 27,189 shares
    Change vs previous 13F -210 shares

    0.02% of the 13F portfolio, value $1,289,838.

    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 27,399 shares
    Change vs previous 13F +984 shares

    0.02% of the 13F portfolio, value $1,204,483.

    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 26,415 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $1,186,177.

    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 26,553 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $1,173,640.

    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 26,638 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,129,415.

    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 26,638 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $1,056,865.

    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 26,698 shares
    Change vs previous 13F +1,927 shares

    0.03% of the 13F portfolio, value $1,082,499.

    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 24,771 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $992,065.

    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).