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Disclosery

Prospera Financial Services Inc: PEY position timeline

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

Prospera Financial Services Inc held 40,127 PEY 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 40,127 shares
    Change vs previous 13F -1,539 shares

    0.01% of the 13F portfolio, value $930,164.

    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 41,666 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $892,446.

    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 41,585 shares
    Change vs previous 13F +364 shares

    0.01% of the 13F portfolio, value $847,744.

    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 41,221 shares
    Change vs previous 13F +1,348 shares

    0.01% of the 13F portfolio, value $868,408.

    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 39,873 shares
    Change vs previous 13F +2,462 shares

    0.02% of the 13F portfolio, value $813,816.

    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 37,411 shares
    Change vs previous 13F +91 shares

    0.02% of the 13F portfolio, value $803,227.

    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 37,320 shares
    Change vs previous 13F +506 shares

    0.02% of the 13F portfolio, value $793,440.

    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 36,814 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $807,346.

    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).