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Disclosery

Prospera Financial Services Inc: PWB position timeline

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

Prospera Financial Services Inc held 8,179 PWB 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 8,179 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $1,378,139.

    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 8,260 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $1,040,495.

    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 8,279 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $1,052,661.

    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 8,417 shares
    Change vs previous 13F -307 shares

    0.02% of the 13F portfolio, value $1,055,975.

    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 8,724 shares
    Change vs previous 13F +1,054 shares

    0.02% of the 13F portfolio, value $1,024,843.

    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 7,670 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $736,696.

    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 7,416 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $754,557.

    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 7,559 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $746,008.

    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).