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Disclosery

Prospera Financial Services Inc: FV position timeline

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

Prospera Financial Services Inc held 596,001 FV 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 596,001 shares
    Change vs previous 13F -35,577 shares

    0.66% of the 13F portfolio, value $45,230,870.

    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 631,578 shares
    Change vs previous 13F -76,414 shares

    0.61% of the 13F portfolio, value $38,175,756.

    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 707,992 shares
    Change vs previous 13F -79,251 shares

    0.73% of the 13F portfolio, value $44,552,066.

    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 787,243 shares
    Change vs previous 13F -25,008 shares

    0.83% of the 13F portfolio, value $48,751,946.

    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 812,251 shares
    Change vs previous 13F +21,728 shares

    0.9% of the 13F portfolio, value $48,139,451.

    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 790,523 shares
    Change vs previous 13F -13,298 shares

    1% of the 13F portfolio, value $43,372,746.

    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 803,821 shares
    Change vs previous 13F -47,104 shares

    1.11% of the 13F portfolio, value $47,478,842.

    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 850,925 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $49,588,214.

    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).