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Disclosery

Prospera Financial Services Inc: PANW position timeline

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

Prospera Financial Services Inc held 62,571 PANW 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 62,571 shares
    Change vs previous 13F -463 shares

    0.31% of the 13F portfolio, value $21,337,566.

    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 63,034 shares
    Change vs previous 13F +12,876 shares

    0.16% of the 13F portfolio, value $10,105,040.

    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 50,158 shares
    Change vs previous 13F -5,120 shares

    0.15% of the 13F portfolio, value $9,238,774.

    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 55,278 shares
    Change vs previous 13F +6,762 shares

    0.19% of the 13F portfolio, value $11,255,262.

    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 48,516 shares
    Change vs previous 13F +12,590 shares

    0.18% of the 13F portfolio, value $9,927,924.

    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 35,926 shares
    Change vs previous 13F +6,148 shares

    0.14% of the 13F portfolio, value $6,130,211.

    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 29,778 shares
    Change vs previous 13F +16,498 shares

    0.13% of the 13F portfolio, value $5,418,259.

    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 13,280 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,539,033.

    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).