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Disclosery

Prospera Financial Services Inc: PDBC position timeline

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

Prospera Financial Services Inc held 101,917 PDBC 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 101,917 shares
    Change vs previous 13F +47,102 shares

    0.02% of the 13F portfolio, value $1,618,355.

    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 54,815 shares
    Change vs previous 13F +23,373 shares

    0.02% of the 13F portfolio, value $949,345.

    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 31,442 shares
    Change vs previous 13F -859 shares

    0.01% of the 13F portfolio, value $416,584.

    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 32,301 shares
    Change vs previous 13F -4,384 shares

    0.01% of the 13F portfolio, value $433,775.

    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 36,685 shares
    Change vs previous 13F +3,005 shares

    0.01% of the 13F portfolio, value $478,339.

    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 33,680 shares
    Change vs previous 13F +6,540 shares

    0.01% of the 13F portfolio, value $459,059.

    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 27,140 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $352,562.

    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 26,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $352,690.

    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).