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Disclosery

Prospera Financial Services Inc: IWD position timeline

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

Prospera Financial Services Inc held 166,431 IWD 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 166,431 shares
    Change vs previous 13F -14,064 shares

    0.59% of the 13F portfolio, value $40,351,916.

    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 180,495 shares
    Change vs previous 13F -4,370 shares

    0.62% of the 13F portfolio, value $38,569,323.

    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 184,865 shares
    Change vs previous 13F +154,423 shares

    0.64% of the 13F portfolio, value $38,888,218.

    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 30,442 shares
    Change vs previous 13F -1,355 shares

    0.11% of the 13F portfolio, value $6,205,124.

    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 31,797 shares
    Change vs previous 13F -146,876 shares

    0.12% of the 13F portfolio, value $6,183,305.

    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 178,673 shares
    Change vs previous 13F +151,538 shares

    0.77% of the 13F portfolio, value $33,624,118.

    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 27,135 shares
    Change vs previous 13F -3,015 shares

    0.12% of the 13F portfolio, value $5,028,620.

    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 30,150 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,727,066.

    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).