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Prospera Financial Services Inc: FIXD position timeline

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

Prospera Financial Services Inc held 526,865 FIXD 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 526,865 shares
    Change vs previous 13F -8,962 shares

    0.33% of the 13F portfolio, value $22,982,115.

    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 535,827 shares
    Change vs previous 13F +7,439 shares

    0.38% of the 13F portfolio, value $23,361,517.

    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 528,388 shares
    Change vs previous 13F -5,236 shares

    0.38% of the 13F portfolio, value $23,423,038.

    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 533,624 shares
    Change vs previous 13F -63 shares

    0.4% of the 13F portfolio, value $23,708,237.

    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 533,687 shares
    Change vs previous 13F +58,267 shares

    0.44% of the 13F portfolio, value $23,428,220.

    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 475,420 shares
    Change vs previous 13F -15,488 shares

    0.48% of the 13F portfolio, value $20,845,964.

    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 490,908 shares
    Change vs previous 13F -143,129 shares

    0.49% of the 13F portfolio, value $21,097,184.

    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 634,037 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $28,685,983.

    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).