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Disclosery

Prospera Financial Services Inc: ITA position timeline

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

Prospera Financial Services Inc held 72,809 ITA 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 72,809 shares
    Change vs previous 13F +3,678 shares

    0.26% of the 13F portfolio, value $17,655,964.

    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 69,131 shares
    Change vs previous 13F +2,003 shares

    0.24% of the 13F portfolio, value $15,126,683.

    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 67,128 shares
    Change vs previous 13F +2,044 shares

    0.24% of the 13F portfolio, value $14,415,948.

    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 65,084 shares
    Change vs previous 13F -1,705 shares

    0.23% of the 13F portfolio, value $13,623,593.

    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 66,789 shares
    Change vs previous 13F +1,703 shares

    0.23% of the 13F portfolio, value $12,602,245.

    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 65,086 shares
    Change vs previous 13F +4,553 shares

    0.23% of the 13F portfolio, value $9,964,824.

    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 60,533 shares
    Change vs previous 13F +11,793 shares

    0.2% of the 13F portfolio, value $8,798,573.

    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 48,740 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,293,513.

    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).