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Disclosery

Prospera Financial Services Inc: IVV position timeline

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

Prospera Financial Services Inc held 83,774 IVV 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 83,774 shares
    Change vs previous 13F +3,737 shares

    0.91% of the 13F portfolio, value $62,785,925.

    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 80,037 shares
    Change vs previous 13F -533 shares

    0.84% of the 13F portfolio, value $52,325,098.

    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 80,570 shares
    Change vs previous 13F +1,517 shares

    0.91% of the 13F portfolio, value $55,232,630.

    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 79,053 shares
    Change vs previous 13F -15,079 shares

    0.9% of the 13F portfolio, value $52,956,197.

    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 94,132 shares
    Change vs previous 13F +26,067 shares

    1.09% of the 13F portfolio, value $58,486,369.

    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 68,065 shares
    Change vs previous 13F +1,596 shares

    0.88% of the 13F portfolio, value $38,264,586.

    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 66,469 shares
    Change vs previous 13F +7,758 shares

    0.91% of the 13F portfolio, value $39,153,744.

    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 58,711 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $33,886,946.

    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).