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Disclosery

Prospera Financial Services Inc: ROAM position timeline

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

Prospera Financial Services Inc held 18,022 ROAM 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 18,022 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $644,642.

    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 18,067 shares
    Change vs previous 13F +3,620 shares

    0.01% of the 13F portfolio, value $560,198.

    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 14,447 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $420,885.

    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 14,335 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $399,454.

    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 14,685 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $386,508.

    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 15,275 shares
    Change vs previous 13F +1,240 shares

    0.01% of the 13F portfolio, value $359,558.

    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 14,035 shares
    Change vs previous 13F +2,055 shares

    0.01% of the 13F portfolio, value $320,068.

    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 11,980 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,987.

    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).