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Disclosery

Prospera Financial Services Inc: TRV position timeline

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

Prospera Financial Services Inc held 15,647 TRV 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 15,647 shares
    Change vs previous 13F +204 shares

    0.08% of the 13F portfolio, value $5,167,276.

    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 15,443 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $4,505,875.

    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 15,564 shares
    Change vs previous 13F -153 shares

    0.07% of the 13F portfolio, value $4,516,159.

    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 15,717 shares
    Change vs previous 13F +86 shares

    0.07% of the 13F portfolio, value $4,389,755.

    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 15,631 shares
    Change vs previous 13F -742 shares

    0.08% of the 13F portfolio, value $4,182,741.

    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 16,373 shares
    Change vs previous 13F +1,060 shares

    0.1% of the 13F portfolio, value $4,330,712.

    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 15,313 shares
    Change vs previous 13F +10,584 shares

    0.09% of the 13F portfolio, value $3,690,205.

    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 4,729 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,108,513.

    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).