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Disclosery

Prospera Financial Services Inc: IVT position timeline

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

Prospera Financial Services Inc held 11,342 IVT 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 11,342 shares
    Change vs previous 13F -567 shares

    0.01% of the 13F portfolio, value $401,504.

    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 11,909 shares
    Change vs previous 13F -462 shares

    0.01% of the 13F portfolio, value $362,731.

    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 12,371 shares
    Change vs previous 13F -3,688 shares

    0.01% of the 13F portfolio, value $348,968.

    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 16,059 shares
    Change vs previous 13F -508 shares

    0.01% of the 13F portfolio, value $459,589.

    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 16,567 shares
    Change vs previous 13F -438 shares

    0.01% of the 13F portfolio, value $453,933.

    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 17,005 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $499,415.

    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 17,056 shares
    Change vs previous 13F -178 shares

    0.01% of the 13F portfolio, value $513,870.

    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 17,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,908.

    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).