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Disclosery

Prospera Financial Services Inc: RFDA position timeline

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

Prospera Financial Services Inc held 219,625 RFDA 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 219,625 shares
    Change vs previous 13F -21,351 shares

    0.22% of the 13F portfolio, value $15,464,335.

    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 240,976 shares
    Change vs previous 13F -1,842 shares

    0.24% of the 13F portfolio, value $15,101,834.

    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 242,818 shares
    Change vs previous 13F +10,552 shares

    0.25% of the 13F portfolio, value $15,481,242.

    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 232,266 shares
    Change vs previous 13F +12,311 shares

    0.25% of the 13F portfolio, value $14,621,430.

    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 219,955 shares
    Change vs previous 13F -22,264 shares

    0.24% of the 13F portfolio, value $12,759,574.

    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 242,219 shares
    Change vs previous 13F +4,112 shares

    0.3% of the 13F portfolio, value $12,867,887.

    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 238,107 shares
    Change vs previous 13F +22,290 shares

    0.31% of the 13F portfolio, value $13,314,451.

    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 215,817 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $11,916,165.

    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).