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Disclosery

Prospera Financial Services Inc: FVD position timeline

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

Prospera Financial Services Inc held 597,550 FVD 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 597,550 shares
    Change vs previous 13F -18,956 shares

    0.42% of the 13F portfolio, value $28,797,401.

    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 616,506 shares
    Change vs previous 13F -12,156 shares

    0.47% of the 13F portfolio, value $29,001,282.

    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 628,662 shares
    Change vs previous 13F -147,216 shares

    0.48% of the 13F portfolio, value $28,975,912.

    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 775,878 shares
    Change vs previous 13F -46,856 shares

    0.61% of the 13F portfolio, value $35,891,193.

    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 822,734 shares
    Change vs previous 13F -16,692 shares

    0.69% of the 13F portfolio, value $36,790,622.

    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 839,426 shares
    Change vs previous 13F +14,584 shares

    0.86% of the 13F portfolio, value $37,443,528.

    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 824,842 shares
    Change vs previous 13F -14,359 shares

    0.84% of the 13F portfolio, value $36,008,765.

    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 839,201 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $38,188,593.

    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).