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Disclosery

Prospera Financial Services Inc: IYJ position timeline

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

Prospera Financial Services Inc held 93,578 IYJ 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 93,578 shares
    Change vs previous 13F -2,814 shares

    0.23% of the 13F portfolio, value $15,594,959.

    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 96,392 shares
    Change vs previous 13F -377 shares

    0.23% of the 13F portfolio, value $14,221,918.

    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 96,769 shares
    Change vs previous 13F +3,479 shares

    0.24% of the 13F portfolio, value $14,338,462.

    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 93,290 shares
    Change vs previous 13F +15,386 shares

    0.23% of the 13F portfolio, value $13,609,134.

    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 77,904 shares
    Change vs previous 13F -87,827 shares

    0.21% of the 13F portfolio, value $11,086,795.

    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 165,731 shares
    Change vs previous 13F +9,195 shares

    0.5% of the 13F portfolio, value $21,575,136.

    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 156,536 shares
    Change vs previous 13F +4,987 shares

    0.49% of the 13F portfolio, value $20,901,296.

    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 151,549 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $20,258,331.

    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).