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Disclosery

Prospera Financial Services Inc: SMOT position timeline

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

Prospera Financial Services Inc held 64,902 SMOT 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 64,902 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $2,521,989.

    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 65,115 shares
    Change vs previous 13F +1,085 shares

    0.04% of the 13F portfolio, value $2,291,293.

    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 64,030 shares
    Change vs previous 13F +332 shares

    0.04% of the 13F portfolio, value $2,317,811.

    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 63,698 shares
    Change vs previous 13F -1,624 shares

    0.04% of the 13F portfolio, value $2,298,142.

    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 65,322 shares
    Change vs previous 13F +12,457 shares

    0.04% of the 13F portfolio, value $2,273,134.

    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 52,865 shares
    Change vs previous 13F +13,105 shares

    0.04% of the 13F portfolio, value $1,733,406.

    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 39,760 shares
    Change vs previous 13F +29,070 shares

    0.03% of the 13F portfolio, value $1,370,496.

    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 10,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,466.

    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).