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Disclosery

Prospera Financial Services Inc: UL position timeline

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

Prospera Financial Services Inc held 6,602 UL 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 6,602 shares
    Change vs previous 13F -1,402 shares

    0.01% of the 13F portfolio, value $397,168.

    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 8,004 shares
    Change vs previous 13F -7,317 shares

    0.01% of the 13F portfolio, value $455,965.

    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 15,321 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,001,949.

    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).