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Disclosery

Prospera Financial Services Inc: SPY position timeline

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

Prospera Financial Services Inc held 99,549 SPY 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 99,549 shares
    Change vs previous 13F +6,456 shares

    1.08% of the 13F portfolio, value $74,411,732.

    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 93,093 shares
    Change vs previous 13F -5,492 shares

    0.98% of the 13F portfolio, value $60,597,892.

    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 98,585 shares
    Change vs previous 13F -4,723 shares

    1.1% of the 13F portfolio, value $67,280,486.

    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 103,308 shares
    Change vs previous 13F -9,586 shares

    1.17% of the 13F portfolio, value $68,869,073.

    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 112,894 shares
    Change vs previous 13F +8,930 shares

    1.3% of the 13F portfolio, value $69,786,733.

    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 103,964 shares
    Change vs previous 13F -8,472 shares

    1.34% of the 13F portfolio, value $58,173,248.

    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 112,436 shares
    Change vs previous 13F -13,806 shares

    1.54% of the 13F portfolio, value $65,913,604.

    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 126,242 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $72,449,128.

    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).