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Disclosery

Prospera Financial Services Inc: JPIE position timeline

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

Prospera Financial Services Inc held 60,770 JPIE 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 60,770 shares
    Change vs previous 13F -7,705 shares

    0.04% of the 13F portfolio, value $2,798,410.

    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 68,475 shares
    Change vs previous 13F +59,300 shares

    0.05% of the 13F portfolio, value $3,154,585.

    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 9,175 shares
    Change vs previous 13F -153,307 shares

    0.01% of the 13F portfolio, value $424,699.

    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 162,482 shares
    Change vs previous 13F +7,339 shares

    0.13% of the 13F portfolio, value $7,544,020.

    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 155,143 shares
    Change vs previous 13F +1,487 shares

    0.13% of the 13F portfolio, value $7,189,403.

    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 153,656 shares
    Change vs previous 13F +8,084 shares

    0.16% of the 13F portfolio, value $7,081,654.

    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 145,572 shares
    Change vs previous 13F +65,629 shares

    0.15% of the 13F portfolio, value $6,643,868.

    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 79,943 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,709,754.

    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).