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Disclosery

Prospera Financial Services Inc: EFV position timeline

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

Prospera Financial Services Inc held 137,070 EFV 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 137,070 shares
    Change vs previous 13F +7,358 shares

    0.15% of the 13F portfolio, value $10,493,068.

    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 129,712 shares
    Change vs previous 13F -15,967 shares

    0.16% of the 13F portfolio, value $9,644,380.

    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 145,679 shares
    Change vs previous 13F +42,336 shares

    0.17% of the 13F portfolio, value $10,403,210.

    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 103,343 shares
    Change vs previous 13F +5,387 shares

    0.12% of the 13F portfolio, value $7,010,171.

    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 97,956 shares
    Change vs previous 13F +49,073 shares

    0.12% of the 13F portfolio, value $6,218,645.

    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 48,883 shares
    Change vs previous 13F -9,045 shares

    0.07% of the 13F portfolio, value $2,881,428.

    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 57,928 shares
    Change vs previous 13F -33,374 shares

    0.07% of the 13F portfolio, value $3,039,701.

    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 91,302 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,252,930.

    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).