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Disclosery

Prospera Financial Services Inc: PDP position timeline

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

Prospera Financial Services Inc held 125,241 PDP 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 125,241 shares
    Change vs previous 13F -14,576 shares

    0.28% of the 13F portfolio, value $19,002,723.

    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 139,817 shares
    Change vs previous 13F -25,344 shares

    0.27% of the 13F portfolio, value $16,881,861.

    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 165,161 shares
    Change vs previous 13F -8,450 shares

    0.32% of the 13F portfolio, value $19,225,179.

    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 173,611 shares
    Change vs previous 13F -5,082 shares

    0.35% of the 13F portfolio, value $20,495,305.

    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 178,693 shares
    Change vs previous 13F +1,953 shares

    0.36% of the 13F portfolio, value $19,403,989.

    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 176,740 shares
    Change vs previous 13F -1,015 shares

    0.41% of the 13F portfolio, value $17,670,133.

    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 177,755 shares
    Change vs previous 13F -23,515 shares

    0.45% of the 13F portfolio, value $19,127,960.

    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 201,270 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $20,782,873.

    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).