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Disclosery

Prospera Financial Services Inc: IEZ position timeline

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

Prospera Financial Services Inc held 91,070 IEZ 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 91,070 shares
    Change vs previous 13F -404,976 shares

    0.04% of the 13F portfolio, value $2,450,672.

    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 496,046 shares
    Change vs previous 13F +413,778 shares

    0.23% of the 13F portfolio, value $14,361,395.

    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 82,268 shares
    Change vs previous 13F -930 shares

    0.03% of the 13F portfolio, value $1,717,512.

    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 83,198 shares
    Change vs previous 13F +3,423 shares

    0.03% of the 13F portfolio, value $1,605,330.

    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 79,775 shares
    Change vs previous 13F +6,107 shares

    0.03% of the 13F portfolio, value $1,354,174.

    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 73,668 shares
    Change vs previous 13F +4,501 shares

    0.03% of the 13F portfolio, value $1,436,892.

    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 69,167 shares
    Change vs previous 13F +6,835 shares

    0.03% of the 13F portfolio, value $1,370,438.

    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 62,332 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,252,510.

    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).