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Disclosery

Prospera Financial Services Inc: IUSB position timeline

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

Prospera Financial Services Inc held 85,349 IUSB 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 85,349 shares
    Change vs previous 13F -3,596 shares

    0.06% of the 13F portfolio, value $3,939,092.

    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 88,945 shares
    Change vs previous 13F +78,448 shares

    0.07% of the 13F portfolio, value $4,108,766.

    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 10,497 shares
    Change vs previous 13F -1,290 shares

    0.01% of the 13F portfolio, value $489,139.

    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 11,787 shares
    Change vs previous 13F +2,229 shares

    0.01% of the 13F portfolio, value $551,211.

    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 9,558 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $442,131.

    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 9,362 shares
    Change vs previous 13F -7,801 shares

    0.01% of the 13F portfolio, value $431,694.

    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 17,163 shares
    Change vs previous 13F +6,955 shares

    0.02% of the 13F portfolio, value $776,201.

    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 10,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,217.

    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).