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Disclosery

Prospera Financial Services Inc: FIW position timeline

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

Prospera Financial Services Inc held 35,728 FIW 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 35,728 shares
    Change vs previous 13F +12,784 shares

    0.06% of the 13F portfolio, value $3,920,578.

    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 22,944 shares
    Change vs previous 13F +751 shares

    0.04% of the 13F portfolio, value $2,373,193.

    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 22,193 shares
    Change vs previous 13F -2,694 shares

    0.04% of the 13F portfolio, value $2,418,154.

    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 24,887 shares
    Change vs previous 13F +2,248 shares

    0.05% of the 13F portfolio, value $2,803,958.

    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 22,639 shares
    Change vs previous 13F +15,679 shares

    0.05% of the 13F portfolio, value $2,451,795.

    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 6,960 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $702,530.

    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 7,074 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $723,900.

    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 7,173 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $786,064.

    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).