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Disclosery

Prospera Financial Services Inc: SMCI position timeline

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

Prospera Financial Services Inc held 86,248 SMCI 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 86,248 shares
    Change vs previous 13F +12,577 shares

    0.04% of the 13F portfolio, value $2,529,507.

    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 73,671 shares
    Change vs previous 13F +15,452 shares

    0.03% of the 13F portfolio, value $1,677,373.

    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 58,219 shares
    Change vs previous 13F +2,668 shares

    0.03% of the 13F portfolio, value $1,703,926.

    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 55,551 shares
    Change vs previous 13F -1,583 shares

    0.05% of the 13F portfolio, value $2,662,999.

    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 57,134 shares
    Change vs previous 13F +23,399 shares

    0.05% of the 13F portfolio, value $2,800,025.

    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 33,735 shares
    Change vs previous 13F -1,743 shares

    0.03% of the 13F portfolio, value $1,154,993.

    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 35,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,081,276.

    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).