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Disclosery

Prospera Financial Services Inc: PIZ position timeline

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

Prospera Financial Services Inc held 80,972 PIZ 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 80,972 shares
    Change vs previous 13F -10,547 shares

    0.07% of the 13F portfolio, value $4,526,236.

    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 91,519 shares
    Change vs previous 13F +50,898 shares

    0.07% of the 13F portfolio, value $4,531,842.

    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 40,621 shares
    Change vs previous 13F -1,213 shares

    0.03% of the 13F portfolio, value $1,989,566.

    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 41,834 shares
    Change vs previous 13F -4,215 shares

    0.03% of the 13F portfolio, value $1,994,294.

    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 46,049 shares
    Change vs previous 13F +1,435 shares

    0.04% of the 13F portfolio, value $2,115,822.

    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 44,614 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $1,698,642.

    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 44,488 shares
    Change vs previous 13F -1,692 shares

    0.04% of the 13F portfolio, value $1,615,355.

    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 46,180 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,749,515.

    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).