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Disclosery

Prospera Financial Services Inc: JEPI position timeline

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

Prospera Financial Services Inc held 423,847 JEPI 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 423,847 shares
    Change vs previous 13F -35,821 shares

    0.35% of the 13F portfolio, value $23,940,554.

    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 459,668 shares
    Change vs previous 13F +4,592 shares

    0.42% of the 13F portfolio, value $26,055,625.

    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 455,076 shares
    Change vs previous 13F -85,283 shares

    0.43% of the 13F portfolio, value $26,050,795.

    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 540,359 shares
    Change vs previous 13F -3,336 shares

    0.53% of the 13F portfolio, value $30,862,481.

    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 543,695 shares
    Change vs previous 13F +34,372 shares

    0.58% of the 13F portfolio, value $30,917,404.

    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 509,323 shares
    Change vs previous 13F +42,322 shares

    0.67% of the 13F portfolio, value $29,109,472.

    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 467,001 shares
    Change vs previous 13F +26,411 shares

    0.63% of the 13F portfolio, value $26,871,782.

    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 440,590 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $26,224,575.

    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).