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Prospera Financial Services Inc: ITOT position timeline

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

Prospera Financial Services Inc held 35,638 ITOT 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 35,638 shares
    Change vs previous 13F +207 shares

    0.09% of the 13F portfolio, value $5,855,553.

    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 35,431 shares
    Change vs previous 13F -2,603 shares

    0.08% of the 13F portfolio, value $5,048,235.

    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 38,034 shares
    Change vs previous 13F +3,199 shares

    0.09% of the 13F portfolio, value $5,657,013.

    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 34,835 shares
    Change vs previous 13F +625 shares

    0.09% of the 13F portfolio, value $5,075,196.

    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 34,210 shares
    Change vs previous 13F +3,539 shares

    0.09% of the 13F portfolio, value $4,621,211.

    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 30,671 shares
    Change vs previous 13F +571 shares

    0.09% of the 13F portfolio, value $3,743,279.

    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 30,100 shares
    Change vs previous 13F -67 shares

    0.09% of the 13F portfolio, value $3,872,854.

    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 30,167 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,790,651.

    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).