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Disclosery

Prospera Financial Services Inc: SHV position timeline

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

Prospera Financial Services Inc held 13,676 SHV 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 13,676 shares
    Change vs previous 13F -6,356 shares

    0.02% of the 13F portfolio, value $1,509,321.

    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 20,032 shares
    Change vs previous 13F +4,041 shares

    0.04% of the 13F portfolio, value $2,211,559.

    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 15,991 shares
    Change vs previous 13F +1,745 shares

    0.03% of the 13F portfolio, value $1,761,546.

    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 14,246 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $1,574,224.

    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 14,451 shares
    Change vs previous 13F +1,103 shares

    0.03% of the 13F portfolio, value $1,595,833.

    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 13,348 shares
    Change vs previous 13F +3,724 shares

    0.03% of the 13F portfolio, value $1,474,505.

    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 9,624 shares
    Change vs previous 13F -12,297 shares

    0.02% of the 13F portfolio, value $1,059,812.

    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 21,921 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,425,227.

    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).