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Disclosery

Prospera Financial Services Inc: LMBS position timeline

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

Prospera Financial Services Inc held 524,477 LMBS 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 524,477 shares
    Change vs previous 13F -12,206 shares

    0.38% of the 13F portfolio, value $26,110,418.

    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 536,683 shares
    Change vs previous 13F +102,114 shares

    0.43% of the 13F portfolio, value $26,742,575.

    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 434,569 shares
    Change vs previous 13F -16,309 shares

    0.36% of the 13F portfolio, value $21,734,404.

    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 450,878 shares
    Change vs previous 13F +7,541 shares

    0.38% of the 13F portfolio, value $22,458,976.

    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 443,337 shares
    Change vs previous 13F -70,075 shares

    0.41% of the 13F portfolio, value $21,848,541.

    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 513,412 shares
    Change vs previous 13F +23,034 shares

    0.58% of the 13F portfolio, value $25,248,695.

    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 490,378 shares
    Change vs previous 13F +33,462 shares

    0.56% of the 13F portfolio, value $23,876,854.

    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 456,916 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $22,586,059.

    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).