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Disclosery

Prospera Financial Services Inc: SPGI position timeline

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

Prospera Financial Services Inc held 8,617 SPGI 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 8,617 shares
    Change vs previous 13F -527 shares

    0.05% of the 13F portfolio, value $3,509,490.

    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 9,144 shares
    Change vs previous 13F +308 shares

    0.06% of the 13F portfolio, value $3,889,485.

    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 8,836 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $4,620,278.

    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 8,750 shares
    Change vs previous 13F -96 shares

    0.07% of the 13F portfolio, value $4,259,014.

    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 8,846 shares
    Change vs previous 13F +508 shares

    0.09% of the 13F portfolio, value $4,664,666.

    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 8,338 shares
    Change vs previous 13F +1,391 shares

    0.1% of the 13F portfolio, value $4,236,656.

    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 6,947 shares
    Change vs previous 13F +89 shares

    0.08% of the 13F portfolio, value $3,459,995.

    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 6,858 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,543,064.

    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).