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Disclosery

Prospera Financial Services Inc: PBYI position timeline

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

Prospera Financial Services Inc held 158,762 PBYI 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 158,762 shares
    Change vs previous 13F -14,289 shares

    0.02% of the 13F portfolio, value $1,287,530.

    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 173,051 shares
    Change vs previous 13F -12,445 shares

    0.02% of the 13F portfolio, value $1,105,760.

    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 185,496 shares
    Change vs previous 13F -4,123 shares

    0.02% of the 13F portfolio, value $1,103,670.

    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 189,619 shares
    Change vs previous 13F -1,625 shares

    0.02% of the 13F portfolio, value $1,006,844.

    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 191,244 shares
    Change vs previous 13F +6,987 shares

    0.01% of the 13F portfolio, value $655,933.

    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 184,257 shares
    Change vs previous 13F +6,362 shares

    0.01% of the 13F portfolio, value $545,391.

    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 177,895 shares
    Change vs previous 13F +9,010 shares

    0.01% of the 13F portfolio, value $542,553.

    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 168,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,630.

    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).