Skip to content
Disclosery

Prospera Financial Services Inc: PSX position timeline

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

Prospera Financial Services Inc held 28,487 PSX 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 28,487 shares
    Change vs previous 13F -5,935 shares

    0.07% of the 13F portfolio, value $4,818,784.

    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 34,422 shares
    Change vs previous 13F -39 shares

    0.1% of the 13F portfolio, value $6,274,160.

    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 34,461 shares
    Change vs previous 13F -326 shares

    0.07% of the 13F portfolio, value $4,449,305.

    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 34,787 shares
    Change vs previous 13F -5,549 shares

    0.08% of the 13F portfolio, value $4,734,731.

    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 40,336 shares
    Change vs previous 13F -5,596 shares

    0.09% of the 13F portfolio, value $4,814,506.

    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 45,932 shares
    Change vs previous 13F +15,973 shares

    0.13% of the 13F portfolio, value $5,673,748.

    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 29,959 shares
    Change vs previous 13F +919 shares

    0.08% of the 13F portfolio, value $3,415,409.

    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 29,040 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,819,607.

    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).