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Disclosery

Prospera Financial Services Inc: PFE position timeline

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

Prospera Financial Services Inc held 115,101 PFE 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 115,101 shares
    Change vs previous 13F +3,068 shares

    0.04% of the 13F portfolio, value $2,772,148.

    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 112,033 shares
    Change vs previous 13F -1,595 shares

    0.05% of the 13F portfolio, value $3,146,650.

    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 113,628 shares
    Change vs previous 13F +5,656 shares

    0.05% of the 13F portfolio, value $2,830,099.

    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 107,972 shares
    Change vs previous 13F -71,421 shares

    0.05% of the 13F portfolio, value $2,751,815.

    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 179,393 shares
    Change vs previous 13F +93,382 shares

    0.08% of the 13F portfolio, value $4,349,290.

    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 86,011 shares
    Change vs previous 13F -13,303 shares

    0.05% of the 13F portfolio, value $2,180,187.

    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 99,314 shares
    Change vs previous 13F -10,417 shares

    0.06% of the 13F portfolio, value $2,635,481.

    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 109,731 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,176,640.

    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).