Prospera Financial Services Inc: PTF position timeline

Prospera Financial Services Inc held 5,222 PTF 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 5,222 shares

   Change vs previous 13F +5,222 shares

   0.01% of the 13F portfolio, value $711,808.

   13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -8,998 shares

   13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 8,998 shares

   Change vs previous 13F +1,405 shares

   0.01% of the 13F portfolio, value $531,161.

   13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 7,593 shares

   Change vs previous 13F +1,017 shares

   0.01% of the 13F portfolio, value $551,039.

   13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 6,576 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $417,229.

   13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).