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Disclosery

Prospera Financial Services Inc: SCHB position timeline

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

Prospera Financial Services Inc held 104,251 SCHB 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 104,251 shares
    Change vs previous 13F +7,387 shares

    0.04% of the 13F portfolio, value $3,020,653.

    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 96,864 shares
    Change vs previous 13F +7,384 shares

    0.04% of the 13F portfolio, value $2,432,482.

    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 89,480 shares
    Change vs previous 13F +3,223 shares

    0.04% of the 13F portfolio, value $2,348,084.

    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 86,257 shares
    Change vs previous 13F +4,899 shares

    0.04% of the 13F portfolio, value $2,218,735.

    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 81,358 shares
    Change vs previous 13F +44,116 shares

    0.04% of the 13F portfolio, value $1,939,503.

    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 37,242 shares
    Change vs previous 13F +4,280 shares

    0.02% of the 13F portfolio, value $801,924.

    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 32,962 shares
    Change vs previous 13F +23,655 shares

    0.02% of the 13F portfolio, value $748,311.

    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 9,307 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $619,308.

    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).