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Disclosery

Prospera Financial Services Inc: FMB position timeline

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

Prospera Financial Services Inc held 57,368 FMB 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 57,368 shares
    Change vs previous 13F +1,334 shares

    0.04% of the 13F portfolio, value $2,946,926.

    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 56,034 shares
    Change vs previous 13F +2,028 shares

    0.05% of the 13F portfolio, value $2,838,873.

    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 54,006 shares
    Change vs previous 13F -2,806 shares

    0.05% of the 13F portfolio, value $2,761,706.

    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 56,812 shares
    Change vs previous 13F -4,654 shares

    0.05% of the 13F portfolio, value $2,880,720.

    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 61,466 shares
    Change vs previous 13F +216 shares

    0.06% of the 13F portfolio, value $3,062,502.

    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 61,250 shares
    Change vs previous 13F -10,193 shares

    0.07% of the 13F portfolio, value $3,088,713.

    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 71,443 shares
    Change vs previous 13F +3,847 shares

    0.08% of the 13F portfolio, value $3,644,677.

    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 67,596 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,512,806.

    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).