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Disclosery

Prospera Financial Services Inc: FSEP position timeline

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

Prospera Financial Services Inc held 69,160 FSEP 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 69,160 shares
    Change vs previous 13F -285 shares

    0.06% of the 13F portfolio, value $3,809,303.

    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 69,445 shares
    Change vs previous 13F +517 shares

    0.06% of the 13F portfolio, value $3,495,120.

    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 68,928 shares
    Change vs previous 13F -2,217 shares

    0.06% of the 13F portfolio, value $3,553,900.

    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 71,145 shares
    Change vs previous 13F +6,301 shares

    0.06% of the 13F portfolio, value $3,595,636.

    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 64,844 shares
    Change vs previous 13F +4,423 shares

    0.06% of the 13F portfolio, value $3,112,988.

    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 60,421 shares
    Change vs previous 13F -47 shares

    0.06% of the 13F portfolio, value $2,691,719.

    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 60,468 shares
    Change vs previous 13F +4,202 shares

    0.06% of the 13F portfolio, value $2,763,058.

    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 56,266 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,528,557.

    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).