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Prospera Financial Services Inc: IVZ position timeline

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

Prospera Financial Services Inc held 13,980 IVZ 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 13,980 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $369,265.

    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 14,165 shares
    Change vs previous 13F -746 shares

    0.01% of the 13F portfolio, value $344,314.

    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 14,911 shares
    Change vs previous 13F -2,121 shares

    0.01% of the 13F portfolio, value $392,031.

    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 17,032 shares
    Change vs previous 13F +1,022 shares

    0.01% of the 13F portfolio, value $390,947.

    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 16,010 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,628.

    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).