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Disclosery

Prospera Financial Services Inc: PAVE position timeline

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

Prospera Financial Services Inc held 36,690 PAVE 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 36,690 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $2,162,594.

    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 37,098 shares
    Change vs previous 13F +2,711 shares

    0.03% of the 13F portfolio, value $1,885,639.

    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 34,387 shares
    Change vs previous 13F +1,476 shares

    0.03% of the 13F portfolio, value $1,644,061.

    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 32,911 shares
    Change vs previous 13F -122 shares

    0.03% of the 13F portfolio, value $1,568,212.

    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 33,033 shares
    Change vs previous 13F -672 shares

    0.03% of the 13F portfolio, value $1,440,164.

    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 33,705 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $1,272,073.

    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 32,705 shares
    Change vs previous 13F -12,600 shares

    0.03% of the 13F portfolio, value $1,322,114.

    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 45,305 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,865,287.

    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).