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Disclosery

Prospera Financial Services Inc: MOAT position timeline

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

Prospera Financial Services Inc held 192,356 MOAT 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 192,356 shares
    Change vs previous 13F -13,445 shares

    0.29% of the 13F portfolio, value $19,997,944.

    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 205,801 shares
    Change vs previous 13F +2,308 shares

    0.32% of the 13F portfolio, value $19,901,599.

    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 203,493 shares
    Change vs previous 13F -3,854 shares

    0.35% of the 13F portfolio, value $21,074,386.

    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 207,347 shares
    Change vs previous 13F -15,992 shares

    0.35% of the 13F portfolio, value $20,550,204.

    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 223,339 shares
    Change vs previous 13F -559 shares

    0.39% of the 13F portfolio, value $20,946,980.

    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 223,898 shares
    Change vs previous 13F -4,155 shares

    0.45% of the 13F portfolio, value $19,704,169.

    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 228,053 shares
    Change vs previous 13F -2,978 shares

    0.49% of the 13F portfolio, value $21,147,242.

    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 231,031 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $22,398,946.

    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).