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Disclosery

Prospera Financial Services Inc: IYE position timeline

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

Prospera Financial Services Inc held 19,102 IYE 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 19,102 shares
    Change vs previous 13F +1,495 shares

    0.02% of the 13F portfolio, value $1,081,500.

    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 17,607 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $1,141,011.

    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 17,628 shares
    Change vs previous 13F -3,575 shares

    0.01% of the 13F portfolio, value $838,359.

    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 21,203 shares
    Change vs previous 13F -38,784 shares

    0.02% of the 13F portfolio, value $1,008,322.

    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 59,987 shares
    Change vs previous 13F +1,657 shares

    0.05% of the 13F portfolio, value $2,713,172.

    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 58,330 shares
    Change vs previous 13F +8,412 shares

    0.07% of the 13F portfolio, value $2,876,286.

    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 49,918 shares
    Change vs previous 13F +818 shares

    0.05% of the 13F portfolio, value $2,275,366.

    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 49,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,275,905.

    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).