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Prospera Financial Services Inc: IBTG position timeline

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

Prospera Financial Services Inc held 16,386 IBTG 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 16,386 shares
    Change vs previous 13F -11,257 shares

    0.01% of the 13F portfolio, value $375,079.

    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 27,643 shares
    Change vs previous 13F -198,275 shares

    0.01% of the 13F portfolio, value $633,457.

    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 225,918 shares
    Change vs previous 13F +8,171 shares

    0.08% of the 13F portfolio, value $5,167,788.

    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 217,747 shares
    Change vs previous 13F +21,331 shares

    0.09% of the 13F portfolio, value $4,997,194.

    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 196,416 shares
    Change vs previous 13F +82,293 shares

    0.08% of the 13F portfolio, value $4,503,718.

    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 114,123 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,617,926.

    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).