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Disclosery

Prospera Financial Services Inc: RLI position timeline

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

Prospera Financial Services Inc held 120,932 RLI 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 120,932 shares
    Change vs previous 13F -2,100 shares

    0.1% of the 13F portfolio, value $7,143,563.

    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 123,032 shares
    Change vs previous 13F +1,420 shares

    0.11% of the 13F portfolio, value $7,017,876.

    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 121,612 shares
    Change vs previous 13F -30,855 shares

    0.13% of the 13F portfolio, value $7,780,861.

    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 152,467 shares
    Change vs previous 13F +1,080 shares

    0.17% of the 13F portfolio, value $9,944,082.

    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 151,387 shares
    Change vs previous 13F +1,105 shares

    0.2% of the 13F portfolio, value $10,933,450.

    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 150,282 shares
    Change vs previous 13F +64,912 shares

    0.28% of the 13F portfolio, value $12,072,290.

    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 85,370 shares
    Change vs previous 13F +171 shares

    0.33% of the 13F portfolio, value $14,072,058.

    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 85,199 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $13,204,591.

    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).