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Disclosery

Prospera Financial Services Inc: IWP position timeline

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

Prospera Financial Services Inc held 14,743 IWP 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 14,743 shares
    Change vs previous 13F +316 shares

    0.03% of the 13F portfolio, value $2,159,222.

    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 14,427 shares
    Change vs previous 13F -13,897 shares

    0.03% of the 13F portfolio, value $1,848,988.

    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 28,324 shares
    Change vs previous 13F -472 shares

    0.06% of the 13F portfolio, value $3,879,260.

    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 28,796 shares
    Change vs previous 13F -575 shares

    0.07% of the 13F portfolio, value $4,101,313.

    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 29,371 shares
    Change vs previous 13F -691 shares

    0.08% of the 13F portfolio, value $4,073,701.

    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 30,062 shares
    Change vs previous 13F +652 shares

    0.08% of the 13F portfolio, value $3,532,352.

    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 29,410 shares
    Change vs previous 13F +1,870 shares

    0.09% of the 13F portfolio, value $3,728,082.

    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 27,540 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,230,544.

    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).