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Disclosery

Prospera Financial Services Inc: SBR position timeline

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

Prospera Financial Services Inc held 180,835 SBR 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 180,835 shares
    Change vs previous 13F +2,534 shares

    0.19% of the 13F portfolio, value $13,237,326.

    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 178,301 shares
    Change vs previous 13F +19,692 shares

    0.22% of the 13F portfolio, value $13,433,353.

    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 158,609 shares
    Change vs previous 13F +100,691 shares

    0.18% of the 13F portfolio, value $10,875,890.

    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 57,918 shares
    Change vs previous 13F +26,859 shares

    0.08% of the 13F portfolio, value $4,602,346.

    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 31,059 shares
    Change vs previous 13F +1,462 shares

    0.04% of the 13F portfolio, value $2,071,327.

    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 29,597 shares
    Change vs previous 13F +114 shares

    0.05% of the 13F portfolio, value $2,003,653.

    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 29,483 shares
    Change vs previous 13F +964 shares

    0.04% of the 13F portfolio, value $1,911,164.

    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 28,519 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,762,027.

    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).