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Disclosery

Prospera Financial Services Inc: OEF position timeline

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

Prospera Financial Services Inc held 31,817 OEF 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 31,817 shares
    Change vs previous 13F -266 shares

    0.17% of the 13F portfolio, value $11,668,498.

    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 32,083 shares
    Change vs previous 13F +2,852 shares

    0.16% of the 13F portfolio, value $10,222,726.

    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 29,231 shares
    Change vs previous 13F +3,052 shares

    0.16% of the 13F portfolio, value $10,042,128.

    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 26,179 shares
    Change vs previous 13F +9,647 shares

    0.15% of the 13F portfolio, value $8,724,767.

    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 16,532 shares
    Change vs previous 13F +11,145 shares

    0.09% of the 13F portfolio, value $5,035,709.

    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 5,387 shares
    Change vs previous 13F +2,030 shares

    0.03% of the 13F portfolio, value $1,459,077.

    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 3,357 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $969,914.

    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 3,680 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,018,619.

    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).