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Disclosery

Prospera Financial Services Inc: IEF position timeline

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

Prospera Financial Services Inc held 162,813 IEF 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 162,813 shares
    Change vs previous 13F +16,783 shares

    0.22% of the 13F portfolio, value $15,397,146.

    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 146,030 shares
    Change vs previous 13F +2,311 shares

    0.22% of the 13F portfolio, value $13,937,134.

    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 143,719 shares
    Change vs previous 13F +8,013 shares

    0.23% of the 13F portfolio, value $13,819,888.

    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 135,706 shares
    Change vs previous 13F +3,018 shares

    0.22% of the 13F portfolio, value $13,090,255.

    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 132,688 shares
    Change vs previous 13F -23,019 shares

    0.24% of the 13F portfolio, value $12,707,671.

    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 155,707 shares
    Change vs previous 13F +27,354 shares

    0.34% of the 13F portfolio, value $14,849,784.

    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 128,353 shares
    Change vs previous 13F +23,733 shares

    0.28% of the 13F portfolio, value $11,866,611.

    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 104,620 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,265,465.

    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).