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Disclosery

Prospera Financial Services Inc: IYW position timeline

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

Prospera Financial Services Inc held 57,766 IYW 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 57,766 shares
    Change vs previous 13F -1,380 shares

    0.21% of the 13F portfolio, value $14,572,628.

    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 59,146 shares
    Change vs previous 13F -6,981 shares

    0.17% of the 13F portfolio, value $10,731,895.

    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 66,127 shares
    Change vs previous 13F +6,813 shares

    0.22% of the 13F portfolio, value $13,205,709.

    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 59,314 shares
    Change vs previous 13F +1,040 shares

    0.2% of the 13F portfolio, value $11,619,645.

    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 58,274 shares
    Change vs previous 13F -61,939 shares

    0.19% of the 13F portfolio, value $10,098,952.

    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 120,213 shares
    Change vs previous 13F -34 shares

    0.39% of the 13F portfolio, value $16,883,144.

    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 120,247 shares
    Change vs previous 13F +2,131 shares

    0.45% of the 13F portfolio, value $19,182,313.

    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 118,116 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $17,909,100.

    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).