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Disclosery

Prospera Financial Services Inc: FVC position timeline

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

Prospera Financial Services Inc held 219,323 FVC 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 219,323 shares
    Change vs previous 13F -38,641 shares

    0.14% of the 13F portfolio, value $9,605,785.

    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 257,964 shares
    Change vs previous 13F -45,757 shares

    0.14% of the 13F portfolio, value $8,984,090.

    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 303,721 shares
    Change vs previous 13F -14,975 shares

    0.18% of the 13F portfolio, value $11,045,506.

    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 318,696 shares
    Change vs previous 13F -10,841 shares

    0.2% of the 13F portfolio, value $11,496,735.

    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 329,537 shares
    Change vs previous 13F +11,855 shares

    0.22% of the 13F portfolio, value $11,708,218.

    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 317,682 shares
    Change vs previous 13F -5,791 shares

    0.26% of the 13F portfolio, value $11,175,798.

    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 323,473 shares
    Change vs previous 13F -4,044 shares

    0.28% of the 13F portfolio, value $11,822,690.

    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 327,517 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $11,731,394.

    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).