Skip to content
Disclosery

Prospera Financial Services Inc: HWM position timeline

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

Prospera Financial Services Inc held 39,919 HWM 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 39,919 shares
    Change vs previous 13F +15,854 shares

    0.16% of the 13F portfolio, value $10,732,483.

    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 24,065 shares
    Change vs previous 13F -7,335 shares

    0.09% of the 13F portfolio, value $5,545,868.

    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 31,400 shares
    Change vs previous 13F +5,617 shares

    0.11% of the 13F portfolio, value $6,437,812.

    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 25,783 shares
    Change vs previous 13F +13,704 shares

    0.09% of the 13F portfolio, value $5,059,287.

    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 12,079 shares
    Change vs previous 13F +3,471 shares

    0.04% of the 13F portfolio, value $2,248,180.

    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 8,608 shares
    Change vs previous 13F -940 shares

    0.03% of the 13F portfolio, value $1,116,670.

    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 9,548 shares
    Change vs previous 13F +1,214 shares

    0.02% of the 13F portfolio, value $1,044,176.

    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 8,334 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $835,422.

    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).