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Disclosery

Prospera Financial Services Inc: SCHG position timeline

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

Prospera Financial Services Inc held 110,289 SCHG 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 110,289 shares
    Change vs previous 13F +16,038 shares

    0.05% of the 13F portfolio, value $3,732,441.

    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 94,251 shares
    Change vs previous 13F +12,446 shares

    0.04% of the 13F portfolio, value $2,745,728.

    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 81,805 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $2,668,788.

    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 81,756 shares
    Change vs previous 13F -1,488 shares

    0.04% of the 13F portfolio, value $2,609,123.

    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 83,244 shares
    Change vs previous 13F +30,859 shares

    0.05% of the 13F portfolio, value $2,431,751.

    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 52,385 shares
    Change vs previous 13F +5,709 shares

    0.03% of the 13F portfolio, value $1,311,869.

    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 46,676 shares
    Change vs previous 13F +37,222 shares

    0.03% of the 13F portfolio, value $1,301,063.

    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 9,454 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $985,362.

    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).