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Disclosery

Prospera Financial Services Inc: IWM position timeline

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

Prospera Financial Services Inc held 52,817 IWM 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 52,817 shares
    Change vs previous 13F -3,319 shares

    0.23% of the 13F portfolio, value $15,885,449.

    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 56,136 shares
    Change vs previous 13F -1,560 shares

    0.22% of the 13F portfolio, value $13,936,600.

    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 57,696 shares
    Change vs previous 13F +6,567 shares

    0.23% of the 13F portfolio, value $14,216,241.

    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 51,129 shares
    Change vs previous 13F +6,477 shares

    0.21% of the 13F portfolio, value $12,383,050.

    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 44,652 shares
    Change vs previous 13F +18,741 shares

    0.18% of the 13F portfolio, value $9,644,251.

    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 25,911 shares
    Change vs previous 13F -19,870 shares

    0.12% of the 13F portfolio, value $5,173,336.

    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 45,781 shares
    Change vs previous 13F +6,437 shares

    0.24% of the 13F portfolio, value $10,120,052.

    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 39,344 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,694,986.

    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).