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Disclosery

Prospera Financial Services Inc: IVE position timeline

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

Prospera Financial Services Inc held 27,814 IVE 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 27,814 shares
    Change vs previous 13F -2,276 shares

    0.09% of the 13F portfolio, value $6,316,931.

    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 30,090 shares
    Change vs previous 13F +1,478 shares

    0.1% of the 13F portfolio, value $6,354,906.

    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 28,612 shares
    Change vs previous 13F +2,341 shares

    0.1% of the 13F portfolio, value $6,069,062.

    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 26,271 shares
    Change vs previous 13F +561 shares

    0.09% of the 13F portfolio, value $5,426,388.

    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 25,710 shares
    Change vs previous 13F -671 shares

    0.09% of the 13F portfolio, value $5,025,388.

    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 26,381 shares
    Change vs previous 13F +569 shares

    0.12% of the 13F portfolio, value $5,028,636.

    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 25,812 shares
    Change vs previous 13F +1,710 shares

    0.11% of the 13F portfolio, value $4,927,615.

    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 24,102 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,752,967.

    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).