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Disclosery

Prospera Financial Services Inc: PWZ position timeline

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

Prospera Financial Services Inc held 38,693 PWZ 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 38,693 shares
    Change vs previous 13F +1,037 shares

    0.01% of the 13F portfolio, value $948,328.

    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 37,656 shares
    Change vs previous 13F -3,899 shares

    0.01% of the 13F portfolio, value $898,818.

    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 41,555 shares
    Change vs previous 13F -2,341 shares

    0.02% of the 13F portfolio, value $1,003,940.

    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 43,896 shares
    Change vs previous 13F +683 shares

    0.02% of the 13F portfolio, value $1,049,961.

    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 43,213 shares
    Change vs previous 13F -1,762 shares

    0.02% of the 13F portfolio, value $1,008,560.

    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 44,975 shares
    Change vs previous 13F -30,489 shares

    0.02% of the 13F portfolio, value $1,072,623.

    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 75,464 shares
    Change vs previous 13F +6,493 shares

    0.04% of the 13F portfolio, value $1,863,934.

    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 68,971 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,729,767.

    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).