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Disclosery

Prospera Financial Services Inc: SHY position timeline

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

Prospera Financial Services Inc held 28,472 SHY 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 28,472 shares
    Change vs previous 13F +2,288 shares

    0.03% of the 13F portfolio, value $2,337,838.

    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 26,184 shares
    Change vs previous 13F +1,298 shares

    0.03% of the 13F portfolio, value $2,162,111.

    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 24,886 shares
    Change vs previous 13F -7,966 shares

    0.03% of the 13F portfolio, value $2,061,081.

    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 32,852 shares
    Change vs previous 13F -641 shares

    0.05% of the 13F portfolio, value $2,725,425.

    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 33,493 shares
    Change vs previous 13F -9,049 shares

    0.05% of the 13F portfolio, value $2,775,216.

    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 42,542 shares
    Change vs previous 13F -5,054 shares

    0.08% of the 13F portfolio, value $3,519,733.

    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 47,596 shares
    Change vs previous 13F -3,754 shares

    0.09% of the 13F portfolio, value $3,902,112.

    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 51,350 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,270,151.

    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).