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Disclosery

Prospera Financial Services Inc: SOFI position timeline

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

Prospera Financial Services Inc held 96,191 SOFI 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 96,191 shares
    Change vs previous 13F +8,199 shares

    0.03% of the 13F portfolio, value $1,724,614.

    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 87,992 shares
    Change vs previous 13F -1,804 shares

    0.02% of the 13F portfolio, value $1,397,255.

    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 89,796 shares
    Change vs previous 13F -3,551 shares

    0.04% of the 13F portfolio, value $2,350,787.

    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 93,347 shares
    Change vs previous 13F +3,175 shares

    0.04% of the 13F portfolio, value $2,466,162.

    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 90,172 shares
    Change vs previous 13F +12,806 shares

    0.03% of the 13F portfolio, value $1,641,960.

    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 77,366 shares
    Change vs previous 13F +6,391 shares

    0.02% of the 13F portfolio, value $899,703.

    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 70,975 shares
    Change vs previous 13F -24,988 shares

    0.03% of the 13F portfolio, value $1,092,986.

    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 95,963 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $754,229.

    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).