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Disclosery

Prospera Financial Services Inc: SAN position timeline

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

Prospera Financial Services Inc held 87,056 SAN 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 87,056 shares
    Change vs previous 13F +9,510 shares

    0.02% of the 13F portfolio, value $1,201,260.

    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 77,546 shares
    Change vs previous 13F -58,152 shares

    0.01% of the 13F portfolio, value $874,618.

    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 135,698 shares
    Change vs previous 13F +108,585 shares

    0.03% of the 13F portfolio, value $1,591,667.

    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 27,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,141.

    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).