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Disclosery

Prospera Financial Services Inc: IAI position timeline

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

Prospera Financial Services Inc held 70,074 IAI 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 70,074 shares
    Change vs previous 13F +380 shares

    0.18% of the 13F portfolio, value $12,286,003.

    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 69,694 shares
    Change vs previous 13F +7,363 shares

    0.18% of the 13F portfolio, value $11,442,413.

    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 62,331 shares
    Change vs previous 13F +2,573 shares

    0.18% of the 13F portfolio, value $11,180,258.

    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 59,758 shares
    Change vs previous 13F -1,500 shares

    0.18% of the 13F portfolio, value $10,570,309.

    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 61,258 shares
    Change vs previous 13F -520 shares

    0.19% of the 13F portfolio, value $10,361,378.

    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 61,778 shares
    Change vs previous 13F +6,698 shares

    0.2% of the 13F portfolio, value $8,655,783.

    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 55,080 shares
    Change vs previous 13F +6,237 shares

    0.18% of the 13F portfolio, value $7,937,100.

    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 48,843 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,279,229.

    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).