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Disclosery

Prospera Financial Services Inc: SDVY position timeline

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

Prospera Financial Services Inc held 796,153 SDVY 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 796,153 shares
    Change vs previous 13F -56,359 shares

    0.5% of the 13F portfolio, value $34,352,418.

    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 852,512 shares
    Change vs previous 13F +107,620 shares

    0.54% of the 13F portfolio, value $33,627,177.

    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 744,892 shares
    Change vs previous 13F -59,859 shares

    0.47% of the 13F portfolio, value $28,554,795.

    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 804,751 shares
    Change vs previous 13F -29,337 shares

    0.52% of the 13F portfolio, value $30,607,390.

    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 834,088 shares
    Change vs previous 13F +29,583 shares

    0.55% of the 13F portfolio, value $29,436,240.

    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 804,505 shares
    Change vs previous 13F +90,842 shares

    0.62% of the 13F portfolio, value $26,959,289.

    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 713,663 shares
    Change vs previous 13F +51,834 shares

    0.6% of the 13F portfolio, value $25,591,819.

    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 661,829 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $24,083,770.

    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).