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Disclosery

Prospera Financial Services Inc: ICVT position timeline

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

Prospera Financial Services Inc held 2,598 ICVT 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 2,598 shares
    Change vs previous 13F -746 shares

    <0.01% of the 13F portfolio, value $316,434.

    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 3,344 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $340,424.

    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 3,321 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $327,230.

    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 3,232 shares
    Change vs previous 13F -553 shares

    0.01% of the 13F portfolio, value $323,520.

    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 3,785 shares
    Change vs previous 13F -1,438 shares

    0.01% of the 13F portfolio, value $341,045.

    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 5,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,666.

    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).