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Disclosery

Prospera Financial Services Inc: IJR position timeline

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

Prospera Financial Services Inc held 59,221 IJR 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 59,221 shares
    Change vs previous 13F -476 shares

    0.13% of the 13F portfolio, value $8,789,625.

    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 59,697 shares
    Change vs previous 13F -5,601 shares

    0.12% of the 13F portfolio, value $7,426,239.

    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 65,298 shares
    Change vs previous 13F -1,114 shares

    0.13% of the 13F portfolio, value $7,852,935.

    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 66,412 shares
    Change vs previous 13F +969 shares

    0.13% of the 13F portfolio, value $7,897,499.

    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 65,443 shares
    Change vs previous 13F -13,417 shares

    0.13% of the 13F portfolio, value $7,156,993.

    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 78,860 shares
    Change vs previous 13F +728 shares

    0.19% of the 13F portfolio, value $8,250,740.

    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 78,132 shares
    Change vs previous 13F +12,932 shares

    0.21% of the 13F portfolio, value $9,007,261.

    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 65,200 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,630,663.

    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).