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Prospera Financial Services Inc: PEP position timeline

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

Prospera Financial Services Inc held 103,379 PEP 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 103,379 shares
    Change vs previous 13F -57 shares

    0.2% of the 13F portfolio, value $14,002,400.

    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 103,436 shares
    Change vs previous 13F -1,232 shares

    0.26% of the 13F portfolio, value $16,067,170.

    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 104,668 shares
    Change vs previous 13F -3,179 shares

    0.25% of the 13F portfolio, value $15,026,742.

    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 107,847 shares
    Change vs previous 13F -4,090 shares

    0.26% of the 13F portfolio, value $15,150,589.

    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 111,937 shares
    Change vs previous 13F -13,145 shares

    0.28% of the 13F portfolio, value $14,784,120.

    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 125,082 shares
    Change vs previous 13F +9,869 shares

    0.43% of the 13F portfolio, value $18,759,345.

    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 115,213 shares
    Change vs previous 13F +4,852 shares

    0.41% of the 13F portfolio, value $17,526,618.

    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 110,361 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $18,772,859.

    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).