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Disclosery

Prospera Financial Services Inc: PIE position timeline

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

Prospera Financial Services Inc held 115,122 PIE 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 115,122 shares
    Change vs previous 13F -38,462 shares

    0.06% of the 13F portfolio, value $3,844,304.

    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 153,584 shares
    Change vs previous 13F +98,946 shares

    0.06% of the 13F portfolio, value $3,997,582.

    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 54,638 shares
    Change vs previous 13F -3,099 shares

    0.02% of the 13F portfolio, value $1,291,358.

    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 57,737 shares
    Change vs previous 13F -676 shares

    0.02% of the 13F portfolio, value $1,408,508.

    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 58,413 shares
    Change vs previous 13F +876 shares

    0.02% of the 13F portfolio, value $1,222,919.

    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 57,537 shares
    Change vs previous 13F -610 shares

    0.02% of the 13F portfolio, value $1,045,778.

    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 58,147 shares
    Change vs previous 13F -417 shares

    0.03% of the 13F portfolio, value $1,117,352.

    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 58,564 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,207,339.

    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).