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Disclosery

Prospera Financial Services Inc: IUS position timeline

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

Prospera Financial Services Inc held 8,392 IUS 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 8,392 shares
    Change vs previous 13F +419 shares

    0.01% of the 13F portfolio, value $550,593.

    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 7,973 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $461,926.

    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 8,008 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $457,905.

    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 7,457 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $411,868.

    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 7,147 shares
    Change vs previous 13F -1,834 shares

    0.01% of the 13F portfolio, value $368,153.

    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 8,981 shares
    Change vs previous 13F +1,208 shares

    0.01% of the 13F portfolio, value $443,301.

    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 7,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $386,084.

    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).