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Prospera Financial Services Inc: EFG position timeline

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

Prospera Financial Services Inc held 7,175 EFG 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 7,175 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $893,194.

    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 7,227 shares
    Change vs previous 13F -402 shares

    0.01% of the 13F portfolio, value $805,402.

    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 7,629 shares
    Change vs previous 13F -1,068 shares

    0.01% of the 13F portfolio, value $869,636.

    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 8,697 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $990,896.

    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 8,794 shares
    Change vs previous 13F -1,805 shares

    0.02% of the 13F portfolio, value $985,427.

    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 10,599 shares
    Change vs previous 13F -208 shares

    0.02% of the 13F portfolio, value $1,060,360.

    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 10,807 shares
    Change vs previous 13F +6,339 shares

    0.02% of the 13F portfolio, value $1,046,980.

    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 4,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,640.

    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).