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Disclosery

Prospera Financial Services Inc: IDU position timeline

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

Prospera Financial Services Inc held 34,638 IDU 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 34,638 shares
    Change vs previous 13F +316 shares

    0.06% of the 13F portfolio, value $3,970,189.

    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 34,322 shares
    Change vs previous 13F -2,940 shares

    0.06% of the 13F portfolio, value $3,985,467.

    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 37,262 shares
    Change vs previous 13F -25,844 shares

    0.07% of the 13F portfolio, value $4,037,818.

    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 63,106 shares
    Change vs previous 13F -3,256 shares

    0.12% of the 13F portfolio, value $6,998,767.

    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 66,362 shares
    Change vs previous 13F +44,563 shares

    0.13% of the 13F portfolio, value $6,939,857.

    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 21,799 shares
    Change vs previous 13F -225 shares

    0.05% of the 13F portfolio, value $2,211,048.

    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 22,024 shares
    Change vs previous 13F +30 shares

    0.05% of the 13F portfolio, value $2,119,081.

    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 21,994 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,244,160.

    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).