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Disclosery

Prospera Financial Services Inc: FPE position timeline

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

Prospera Financial Services Inc held 1,413,667 FPE 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 1,413,667 shares
    Change vs previous 13F -103,077 shares

    0.37% of the 13F portfolio, value $25,277,459.

    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 1,516,744 shares
    Change vs previous 13F -24,718 shares

    0.43% of the 13F portfolio, value $26,925,019.

    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 1,541,462 shares
    Change vs previous 13F -15,283 shares

    0.46% of the 13F portfolio, value $28,088,226.

    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 1,556,745 shares
    Change vs previous 13F +20,719 shares

    0.48% of the 13F portfolio, value $28,397,625.

    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 1,536,026 shares
    Change vs previous 13F -317,362 shares

    0.51% of the 13F portfolio, value $27,343,892.

    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 1,853,388 shares
    Change vs previous 13F +12,181 shares

    0.75% of the 13F portfolio, value $32,603,822.

    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 1,841,207 shares
    Change vs previous 13F +219,195 shares

    0.76% of the 13F portfolio, value $32,592,858.

    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 1,622,012 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $29,361,950.

    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).