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Disclosery

Prospera Financial Services Inc: IWF position timeline

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

Prospera Financial Services Inc held 123,239 IWF 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 123,239 shares
    Change vs previous 13F +92,167 shares

    0.22% of the 13F portfolio, value $15,307,043.

    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 31,072 shares
    Change vs previous 13F -517 shares

    0.21% of the 13F portfolio, value $13,264,315.

    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 31,589 shares
    Change vs previous 13F -72,778 shares

    0.25% of the 13F portfolio, value $14,965,789.

    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 104,367 shares
    Change vs previous 13F -641 shares

    0.83% of the 13F portfolio, value $48,905,600.

    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 105,008 shares
    Change vs previous 13F +74,499 shares

    0.83% of the 13F portfolio, value $44,600,518.

    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 30,509 shares
    Change vs previous 13F -23,435 shares

    0.25% of the 13F portfolio, value $11,021,675.

    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 53,944 shares
    Change vs previous 13F +37,033 shares

    0.5% of the 13F portfolio, value $21,668,808.

    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 16,911 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,354,091.

    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).