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Disclosery

Prospera Financial Services Inc: STZ position timeline

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

Prospera Financial Services Inc held 3,800 STZ 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 3,800 shares
    Change vs previous 13F -229 shares

    0.01% of the 13F portfolio, value $528,909.

    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 4,029 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $604,643.

    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 3,932 shares
    Change vs previous 13F -2,778 shares

    0.01% of the 13F portfolio, value $542,784.

    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 6,710 shares
    Change vs previous 13F +2,508 shares

    0.02% of the 13F portfolio, value $903,778.

    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 4,202 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $683,797.

    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 3,955 shares
    Change vs previous 13F -8,171 shares

    0.02% of the 13F portfolio, value $726,060.

    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 12,126 shares
    Change vs previous 13F +8,207 shares

    0.06% of the 13F portfolio, value $2,680,525.

    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 3,919 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,010,374.

    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).