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Prospera Financial Services Inc: IBM position timeline

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

Prospera Financial Services Inc held 44,175 IBM 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 44,175 shares
    Change vs previous 13F -5,070 shares

    0.18% of the 13F portfolio, value $12,430,206.

    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 49,245 shares
    Change vs previous 13F -48,937 shares

    0.19% of the 13F portfolio, value $11,948,128.

    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 98,182 shares
    Change vs previous 13F -960 shares

    0.48% of the 13F portfolio, value $29,098,548.

    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 99,142 shares
    Change vs previous 13F -4,736 shares

    0.48% of the 13F portfolio, value $27,989,544.

    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 103,878 shares
    Change vs previous 13F +3,426 shares

    0.57% of the 13F portfolio, value $30,633,241.

    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 100,452 shares
    Change vs previous 13F +8,041 shares

    0.57% of the 13F portfolio, value $24,985,490.

    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 92,411 shares
    Change vs previous 13F +13,819 shares

    0.47% of the 13F portfolio, value $20,320,278.

    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 78,592 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $17,380,895.

    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).