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Disclosery

Prospera Financial Services Inc: SHOP position timeline

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

Prospera Financial Services Inc held 38,040 SHOP 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 38,040 shares
    Change vs previous 13F +8,758 shares

    0.06% of the 13F portfolio, value $4,343,110.

    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 29,282 shares
    Change vs previous 13F -34,948 shares

    0.06% of the 13F portfolio, value $3,473,166.

    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 64,230 shares
    Change vs previous 13F +701 shares

    0.17% of the 13F portfolio, value $10,338,411.

    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 63,529 shares
    Change vs previous 13F +39,454 shares

    0.16% of the 13F portfolio, value $9,440,516.

    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 24,075 shares
    Change vs previous 13F +5,655 shares

    0.05% of the 13F portfolio, value $2,776,918.

    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 18,420 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $1,757,948.

    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 17,915 shares
    Change vs previous 13F -3,076 shares

    0.04% of the 13F portfolio, value $1,904,855.

    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 20,991 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,682,179.

    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).