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Disclosery

Prospera Financial Services Inc: PHYS position timeline

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

Prospera Financial Services Inc held 472,542 PHYS 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 472,542 shares
    Change vs previous 13F -17,234 shares

    0.21% of the 13F portfolio, value $14,256,496.

    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 489,776 shares
    Change vs previous 13F +9,735 shares

    0.28% of the 13F portfolio, value $17,357,614.

    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 480,041 shares
    Change vs previous 13F -44,859 shares

    0.26% of the 13F portfolio, value $15,850,888.

    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 524,900 shares
    Change vs previous 13F +42,057 shares

    0.27% of the 13F portfolio, value $15,547,402.

    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 482,843 shares
    Change vs previous 13F +160,832 shares

    0.23% of the 13F portfolio, value $12,239,926.

    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 322,011 shares
    Change vs previous 13F -1,982 shares

    0.18% of the 13F portfolio, value $7,747,526.

    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 323,993 shares
    Change vs previous 13F +8,514 shares

    0.15% of the 13F portfolio, value $6,525,166.

    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 315,479 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,429,420.

    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).