Skip to content
Disclosery

Prospera Financial Services Inc: IFV position timeline

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

Prospera Financial Services Inc held 271,646 IFV 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 271,646 shares
    Change vs previous 13F -27,060 shares

    0.11% of the 13F portfolio, value $7,315,905.

    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 298,706 shares
    Change vs previous 13F +202,153 shares

    0.12% of the 13F portfolio, value $7,548,107.

    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 96,553 shares
    Change vs previous 13F -5,648 shares

    0.04% of the 13F portfolio, value $2,397,202.

    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 102,201 shares
    Change vs previous 13F -838 shares

    0.04% of the 13F portfolio, value $2,501,737.

    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 103,039 shares
    Change vs previous 13F -10,003 shares

    0.04% of the 13F portfolio, value $2,361,442.

    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 113,042 shares
    Change vs previous 13F -1,103 shares

    0.05% of the 13F portfolio, value $2,260,873.

    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 114,145 shares
    Change vs previous 13F +498 shares

    0.05% of the 13F portfolio, value $2,187,930.

    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 113,647 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,391,166.

    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).