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Disclosery

Prospera Financial Services Inc: PM position timeline

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

Prospera Financial Services Inc held 36,505 PM 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 36,505 shares
    Change vs previous 13F -1,275 shares

    0.1% of the 13F portfolio, value $6,605,967.

    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 37,780 shares
    Change vs previous 13F -504 shares

    0.1% of the 13F portfolio, value $6,242,534.

    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 38,284 shares
    Change vs previous 13F +1,926 shares

    0.1% of the 13F portfolio, value $6,143,610.

    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 36,358 shares
    Change vs previous 13F +10,578 shares

    0.1% of the 13F portfolio, value $5,898,668.

    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 25,780 shares
    Change vs previous 13F +7,014 shares

    0.09% of the 13F portfolio, value $4,696,818.

    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 18,766 shares
    Change vs previous 13F +845 shares

    0.07% of the 13F portfolio, value $2,980,468.

    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 17,921 shares
    Change vs previous 13F +1,272 shares

    0.05% of the 13F portfolio, value $2,166,911.

    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 16,649 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,022,203.

    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).