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Disclosery

Prospera Financial Services Inc: EXC position timeline

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

Prospera Financial Services Inc held 14,840 EXC 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 14,840 shares
    Change vs previous 13F -605 shares

    0.01% of the 13F portfolio, value $692,398.

    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 15,445 shares
    Change vs previous 13F +729 shares

    0.01% of the 13F portfolio, value $757,662.

    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 14,716 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $642,045.

    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 15,777 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $710,551.

    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 16,005 shares
    Change vs previous 13F +5,299 shares

    0.01% of the 13F portfolio, value $695,266.

    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 10,706 shares
    Change vs previous 13F -2,610 shares

    0.01% of the 13F portfolio, value $493,363.

    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 13,316 shares
    Change vs previous 13F +1,805 shares

    0.01% of the 13F portfolio, value $501,279.

    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 11,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $466,865.

    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).