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Disclosery

Prospera Financial Services Inc: SDY position timeline

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

Prospera Financial Services Inc held 30,771 SDY 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 30,771 shares
    Change vs previous 13F +723 shares

    0.07% of the 13F portfolio, value $4,689,693.

    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 30,048 shares
    Change vs previous 13F +607 shares

    0.07% of the 13F portfolio, value $4,392,273.

    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 29,441 shares
    Change vs previous 13F +2,327 shares

    0.07% of the 13F portfolio, value $4,102,407.

    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 27,114 shares
    Change vs previous 13F +5,896 shares

    0.06% of the 13F portfolio, value $3,803,383.

    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 21,218 shares
    Change vs previous 13F -3,936 shares

    0.05% of the 13F portfolio, value $2,886,313.

    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 25,154 shares
    Change vs previous 13F -1,479 shares

    0.08% of the 13F portfolio, value $3,419,099.

    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 26,633 shares
    Change vs previous 13F -325 shares

    0.08% of the 13F portfolio, value $3,524,346.

    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 26,958 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,836,583.

    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).