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Disclosery

Prospera Financial Services Inc: SWBI position timeline

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

Prospera Financial Services Inc held 33,982 SWBI 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 33,982 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $511,096.

    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 34,079 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $488,360.

    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 34,075 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $336,321.

    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 34,070 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $334,917.

    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 34,065 shares
    Change vs previous 13F +204 shares

    0.01% of the 13F portfolio, value $295,690.

    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 33,861 shares
    Change vs previous 13F -8,729 shares

    0.01% of the 13F portfolio, value $315,586.

    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 42,590 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $430,374.

    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 42,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,109.

    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).