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Disclosery

Prospera Financial Services Inc: ISTB position timeline

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

Prospera Financial Services Inc held 7,114 ISTB 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 7,114 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $343,278.

    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 7,167 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $347,335.

    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 7,314 shares
    Change vs previous 13F -35,794 shares

    0.01% of the 13F portfolio, value $356,582.

    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 43,108 shares
    Change vs previous 13F +3,198 shares

    0.04% of the 13F portfolio, value $2,105,400.

    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 39,910 shares
    Change vs previous 13F +1,029 shares

    0.04% of the 13F portfolio, value $1,941,623.

    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 38,881 shares
    Change vs previous 13F -8,711 shares

    0.04% of the 13F portfolio, value $1,879,860.

    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 47,592 shares
    Change vs previous 13F -15,728 shares

    0.05% of the 13F portfolio, value $2,273,469.

    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 63,320 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,082,379.

    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).