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Disclosery

Prospera Financial Services Inc: PGX position timeline

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

Prospera Financial Services Inc held 44,110 PGX 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 44,110 shares
    Change vs previous 13F +5,605 shares

    0.01% of the 13F portfolio, value $478,205.

    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 38,505 shares
    Change vs previous 13F +4,369 shares

    0.01% of the 13F portfolio, value $418,974.

    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 34,136 shares
    Change vs previous 13F -4,985 shares

    0.01% of the 13F portfolio, value $383,717.

    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 39,121 shares
    Change vs previous 13F -602 shares

    0.01% of the 13F portfolio, value $453,842.

    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 39,723 shares
    Change vs previous 13F +2,054 shares

    0.01% of the 13F portfolio, value $442,154.

    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 37,669 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $422,674.

    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 37,800 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $435,864.

    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 37,710 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $465,741.

    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).