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Disclosery

Prospera Financial Services Inc: SUB position timeline

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

Prospera Financial Services Inc held 50,328 SUB 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 50,328 shares
    Change vs previous 13F +2,326 shares

    0.08% of the 13F portfolio, value $5,358,607.

    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 48,002 shares
    Change vs previous 13F +867 shares

    0.08% of the 13F portfolio, value $5,112,361.

    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 47,135 shares
    Change vs previous 13F +373 shares

    0.08% of the 13F portfolio, value $5,029,405.

    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 46,762 shares
    Change vs previous 13F +1,596 shares

    0.09% of the 13F portfolio, value $4,993,345.

    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 45,166 shares
    Change vs previous 13F +130 shares

    0.09% of the 13F portfolio, value $4,803,042.

    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 45,036 shares
    Change vs previous 13F +2,317 shares

    0.11% of the 13F portfolio, value $4,755,892.

    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 42,719 shares
    Change vs previous 13F +36,825 shares

    0.1% of the 13F portfolio, value $4,506,584.

    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 5,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $626,008.

    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).