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Prospera Financial Services Inc: FNDX position timeline

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

Prospera Financial Services Inc held 145,745 FNDX 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 145,745 shares
    Change vs previous 13F +34,536 shares

    0.07% of the 13F portfolio, value $4,532,848.

    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 111,209 shares
    Change vs previous 13F -3,722 shares

    0.05% of the 13F portfolio, value $3,097,324.

    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 114,931 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $3,127,462.

    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 114,829 shares
    Change vs previous 13F +566 shares

    0.05% of the 13F portfolio, value $3,020,151.

    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 114,263 shares
    Change vs previous 13F +10,291 shares

    0.05% of the 13F portfolio, value $2,804,145.

    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 103,972 shares
    Change vs previous 13F -87 shares

    0.06% of the 13F portfolio, value $2,454,874.

    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 104,059 shares
    Change vs previous 13F +69,889 shares

    0.06% of the 13F portfolio, value $2,464,211.

    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 34,170 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,452,452.

    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).