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Disclosery

Prospera Financial Services Inc: PDI position timeline

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

Prospera Financial Services Inc held 49,878 PDI 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 49,878 shares
    Change vs previous 13F -3,138 shares

    0.01% of the 13F portfolio, value $832,990.

    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 53,016 shares
    Change vs previous 13F +2,746 shares

    0.01% of the 13F portfolio, value $907,150.

    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 50,270 shares
    Change vs previous 13F +5,492 shares

    0.01% of the 13F portfolio, value $890,353.

    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 44,778 shares
    Change vs previous 13F +6,736 shares

    0.02% of the 13F portfolio, value $886,653.

    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 38,042 shares
    Change vs previous 13F +3,389 shares

    0.01% of the 13F portfolio, value $721,718.

    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 34,653 shares
    Change vs previous 13F +7,628 shares

    0.02% of the 13F portfolio, value $686,189.

    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 27,025 shares
    Change vs previous 13F +12,289 shares

    0.01% of the 13F portfolio, value $495,649.

    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 14,736 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $298,694.

    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).