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Disclosery

Prospera Financial Services Inc: FSMB position timeline

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

Prospera Financial Services Inc held 49,457 FSMB 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 49,457 shares
    Change vs previous 13F +1,395 shares

    0.01% of the 13F portfolio, value $988,636.

    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 48,062 shares
    Change vs previous 13F +5,468 shares

    0.02% of the 13F portfolio, value $959,310.

    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 42,594 shares
    Change vs previous 13F +2,683 shares

    0.01% of the 13F portfolio, value $853,789.

    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 39,911 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $801,407.

    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 40,499 shares
    Change vs previous 13F +837 shares

    0.02% of the 13F portfolio, value $806,127.

    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 39,662 shares
    Change vs previous 13F +4,446 shares

    0.02% of the 13F portfolio, value $788,077.

    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 35,216 shares
    Change vs previous 13F +3,032 shares

    0.02% of the 13F portfolio, value $698,679.

    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 32,184 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $643,995.

    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).