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Prospera Financial Services Inc: MSFT position timeline

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

Prospera Financial Services Inc held 296,327 MSFT 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 296,327 shares
    Change vs previous 13F +4,204 shares

    1.61% of the 13F portfolio, value $110,606,737.

    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 292,123 shares
    Change vs previous 13F +16,999 shares

    1.74% of the 13F portfolio, value $108,203,079.

    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 275,124 shares
    Change vs previous 13F +12,135 shares

    2.19% of the 13F portfolio, value $133,145,102.

    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 262,989 shares
    Change vs previous 13F +8,198 shares

    2.33% of the 13F portfolio, value $136,305,237.

    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 254,791 shares
    Change vs previous 13F +18,935 shares

    2.36% of the 13F portfolio, value $126,822,135.

    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 235,856 shares
    Change vs previous 13F +15,020 shares

    2.04% of the 13F portfolio, value $88,587,378.

    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 220,836 shares
    Change vs previous 13F +13,855 shares

    2.17% of the 13F portfolio, value $93,139,552.

    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 206,981 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $89,116,705.

    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).