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Disclosery

Prospera Financial Services Inc: IWR position timeline

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

Prospera Financial Services Inc held 36,265 IWR 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 36,265 shares
    Change vs previous 13F +822 shares

    0.06% of the 13F portfolio, value $4,002,717.

    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 35,443 shares
    Change vs previous 13F -790 shares

    0.06% of the 13F portfolio, value $3,447,701.

    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 36,233 shares
    Change vs previous 13F -23,256 shares

    0.06% of the 13F portfolio, value $3,489,861.

    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 59,489 shares
    Change vs previous 13F +9,436 shares

    0.1% of the 13F portfolio, value $5,745,260.

    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 50,053 shares
    Change vs previous 13F +13,405 shares

    0.09% of the 13F portfolio, value $4,604,641.

    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 36,648 shares
    Change vs previous 13F +3,151 shares

    0.07% of the 13F portfolio, value $3,118,755.

    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 33,497 shares
    Change vs previous 13F +5,777 shares

    0.07% of the 13F portfolio, value $2,962,163.

    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 27,720 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,444,435.

    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).