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Disclosery

Prospera Financial Services Inc: IWV position timeline

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

Prospera Financial Services Inc held 1,511 IWV 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 1,511 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $647,970.

    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 1,505 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $561,423.

    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 1,457 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $567,419.

    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 1,466 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $559,033.

    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 1,463 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $517,070.

    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 1,439 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $459,915.

    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 1,419 shares
    Change vs previous 13F -846 shares

    0.01% of the 13F portfolio, value $477,558.

    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 2,265 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $743,051.

    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).