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Prospera Financial Services Inc: FDL position timeline

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

Prospera Financial Services Inc held 111,366 FDL 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 111,366 shares
    Change vs previous 13F -134,983 shares

    0.08% of the 13F portfolio, value $5,420,718.

    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 246,349 shares
    Change vs previous 13F -76,166 shares

    0.2% of the 13F portfolio, value $12,527,847.

    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 322,515 shares
    Change vs previous 13F +73,704 shares

    0.23% of the 13F portfolio, value $14,311,925.

    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 248,811 shares
    Change vs previous 13F -42,562 shares

    0.18% of the 13F portfolio, value $10,811,473.

    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 291,373 shares
    Change vs previous 13F +5,203 shares

    0.23% of the 13F portfolio, value $12,210,721.

    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 286,170 shares
    Change vs previous 13F +11,477 shares

    0.29% of the 13F portfolio, value $12,441,874.

    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 274,693 shares
    Change vs previous 13F +85,347 shares

    0.26% of the 13F portfolio, value $11,069,249.

    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 189,346 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,950,902.

    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).