Skip to content
Disclosery

Prospera Financial Services Inc: IAUM position timeline

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

Prospera Financial Services Inc held 81,067 IAUM 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 81,067 shares
    Change vs previous 13F +27,126 shares

    0.05% of the 13F portfolio, value $3,243,377.

    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 53,941 shares
    Change vs previous 13F +6,412 shares

    0.04% of the 13F portfolio, value $2,518,975.

    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 47,529 shares
    Change vs previous 13F -1,026 shares

    0.03% of the 13F portfolio, value $2,043,212.

    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 48,555 shares
    Change vs previous 13F -12,348 shares

    0.03% of the 13F portfolio, value $1,869,338.

    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 60,903 shares
    Change vs previous 13F -16,288 shares

    0.04% of the 13F portfolio, value $2,009,136.

    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 77,191 shares
    Change vs previous 13F -20,121 shares

    0.06% of the 13F portfolio, value $2,405,990.

    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 97,312 shares
    Change vs previous 13F +11,911 shares

    0.06% of the 13F portfolio, value $2,546,588.

    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 85,401 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,241,733.

    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).