Skip to content
Disclosery

Prospera Financial Services Inc: IVW position timeline

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

Prospera Financial Services Inc held 57,917 IVW 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 57,917 shares
    Change vs previous 13F -4,411 shares

    0.12% of the 13F portfolio, value $7,970,005.

    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 62,328 shares
    Change vs previous 13F +2,797 shares

    0.11% of the 13F portfolio, value $7,053,273.

    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 59,531 shares
    Change vs previous 13F +2,401 shares

    0.12% of the 13F portfolio, value $7,341,054.

    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 57,130 shares
    Change vs previous 13F +1,918 shares

    0.12% of the 13F portfolio, value $6,899,766.

    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 55,212 shares
    Change vs previous 13F +8,328 shares

    0.11% of the 13F portfolio, value $6,081,550.

    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 46,884 shares
    Change vs previous 13F +2,862 shares

    0.1% of the 13F portfolio, value $4,353,278.

    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 44,022 shares
    Change vs previous 13F +4,043 shares

    0.1% of the 13F portfolio, value $4,470,770.

    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 39,979 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,828,812.

    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).