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Prospera Financial Services Inc: SPLV position timeline

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

Prospera Financial Services Inc held 198,593 SPLV 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 198,593 shares
    Change vs previous 13F -2,686 shares

    0.22% of the 13F portfolio, value $14,875,208.

    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 201,279 shares
    Change vs previous 13F -26,609 shares

    0.24% of the 13F portfolio, value $14,722,002.

    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 227,888 shares
    Change vs previous 13F -6,673 shares

    0.27% of the 13F portfolio, value $16,276,144.

    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 234,561 shares
    Change vs previous 13F -24,084 shares

    0.29% of the 13F portfolio, value $17,235,727.

    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 258,645 shares
    Change vs previous 13F +30,864 shares

    0.35% of the 13F portfolio, value $18,835,503.

    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 227,781 shares
    Change vs previous 13F -2,579 shares

    0.39% of the 13F portfolio, value $17,020,011.

    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 230,360 shares
    Change vs previous 13F -14,011 shares

    0.38% of the 13F portfolio, value $16,125,714.

    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 244,371 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $17,528,741.

    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).