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Disclosery

Prospera Financial Services Inc: UBSI position timeline

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

Prospera Financial Services Inc held 5,443 UBSI 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 5,443 shares
    Change vs previous 13F -1,118 shares

    <0.01% of the 13F portfolio, value $249,452.

    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 6,561 shares
    Change vs previous 13F -4,271 shares

    <0.01% of the 13F portfolio, value $271,754.

    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 10,832 shares
    Change vs previous 13F -8,299 shares

    0.01% of the 13F portfolio, value $415,959.

    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 19,131 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $711,883.

    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 19,317 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $703,723.

    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 19,310 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $669,492.

    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 19,304 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $724,881.

    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 19,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $715,968.

    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).