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Disclosery

Prospera Financial Services Inc: SRE position timeline

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

Prospera Financial Services Inc held 36,162 SRE 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 36,162 shares
    Change vs previous 13F -531 shares

    0.05% of the 13F portfolio, value $3,352,987.

    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 36,693 shares
    Change vs previous 13F -3,155 shares

    0.06% of the 13F portfolio, value $3,565,711.

    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 39,848 shares
    Change vs previous 13F -495 shares

    0.06% of the 13F portfolio, value $3,518,450.

    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 40,343 shares
    Change vs previous 13F -540 shares

    0.06% of the 13F portfolio, value $3,630,258.

    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 40,883 shares
    Change vs previous 13F +2,909 shares

    0.06% of the 13F portfolio, value $3,097,979.

    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 37,974 shares
    Change vs previous 13F +2,898 shares

    0.06% of the 13F portfolio, value $2,709,792.

    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 35,076 shares
    Change vs previous 13F +621 shares

    0.07% of the 13F portfolio, value $3,077,058.

    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 34,455 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,881,449.

    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).