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Disclosery

Prospera Financial Services Inc: SMH position timeline

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

Prospera Financial Services Inc held 31,622 SMH 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 31,622 shares
    Change vs previous 13F -28,258 shares

    0.3% of the 13F portfolio, value $20,744,253.

    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 59,880 shares
    Change vs previous 13F +2,840 shares

    0.37% of the 13F portfolio, value $22,960,010.

    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 57,040 shares
    Change vs previous 13F -455 shares

    0.34% of the 13F portfolio, value $20,543,632.

    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 57,495 shares
    Change vs previous 13F -5,383 shares

    0.32% of the 13F portfolio, value $18,764,769.

    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 62,878 shares
    Change vs previous 13F +5,687 shares

    0.33% of the 13F portfolio, value $17,535,636.

    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 57,191 shares
    Change vs previous 13F -322 shares

    0.28% of the 13F portfolio, value $12,094,118.

    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 57,513 shares
    Change vs previous 13F +7,018 shares

    0.32% of the 13F portfolio, value $13,927,999.

    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 50,495 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,393,483.

    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).