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Disclosery

Prospera Financial Services Inc: FPEI position timeline

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

Prospera Financial Services Inc held 356,545 FPEI 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 356,545 shares
    Change vs previous 13F +4,602 shares

    0.1% of the 13F portfolio, value $6,877,609.

    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 351,943 shares
    Change vs previous 13F +75,451 shares

    0.11% of the 13F portfolio, value $6,687,003.

    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 276,492 shares
    Change vs previous 13F -4,142 shares

    0.09% of the 13F portfolio, value $5,361,072.

    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 280,634 shares
    Change vs previous 13F +16,447 shares

    0.09% of the 13F portfolio, value $5,427,390.

    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 264,187 shares
    Change vs previous 13F +213,327 shares

    0.09% of the 13F portfolio, value $5,016,816.

    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 50,860 shares
    Change vs previous 13F +3,585 shares

    0.02% of the 13F portfolio, value $951,073.

    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 47,275 shares
    Change vs previous 13F +4,433 shares

    0.02% of the 13F portfolio, value $884,031.

    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 42,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $816,997.

    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).