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Disclosery

Prospera Financial Services Inc: IAK position timeline

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

Prospera Financial Services Inc held 1,601 IAK 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 1,601 shares
    Change vs previous 13F -362 shares

    <0.01% of the 13F portfolio, value $225,132.

    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 1,963 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $251,882.

    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 2,869 shares
    Change vs previous 13F -75,794 shares

    0.01% of the 13F portfolio, value $390,734.

    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 78,663 shares
    Change vs previous 13F +6,753 shares

    0.18% of the 13F portfolio, value $10,543,272.

    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 71,910 shares
    Change vs previous 13F +4,910 shares

    0.18% of the 13F portfolio, value $9,668,966.

    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 67,000 shares
    Change vs previous 13F +4,482 shares

    0.21% of the 13F portfolio, value $9,233,322.

    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 62,518 shares
    Change vs previous 13F +13,219 shares

    0.18% of the 13F portfolio, value $7,906,628.

    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 49,299 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,362,085.

    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).