Skip to content
Disclosery

Prospera Financial Services Inc: JEPQ position timeline

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

Prospera Financial Services Inc held 224,862 JEPQ 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 224,862 shares
    Change vs previous 13F +10,598 shares

    0.2% of the 13F portfolio, value $13,821,097.

    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 214,264 shares
    Change vs previous 13F +19,714 shares

    0.19% of the 13F portfolio, value $11,897,289.

    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 194,550 shares
    Change vs previous 13F -10,150 shares

    0.19% of the 13F portfolio, value $11,308,274.

    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 204,700 shares
    Change vs previous 13F +1,770 shares

    0.2% of the 13F portfolio, value $11,778,337.

    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 202,930 shares
    Change vs previous 13F +14,069 shares

    0.21% of the 13F portfolio, value $11,043,303.

    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 188,861 shares
    Change vs previous 13F +16,724 shares

    0.22% of the 13F portfolio, value $9,782,317.

    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 172,137 shares
    Change vs previous 13F +31,659 shares

    0.23% of the 13F portfolio, value $9,708,091.

    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 140,478 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,719,230.

    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).