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Disclosery

Prospera Financial Services Inc: UPS position timeline

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

Prospera Financial Services Inc held 18,531 UPS 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 18,531 shares
    Change vs previous 13F -32,651 shares

    0.03% of the 13F portfolio, value $1,993,204.

    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 51,182 shares
    Change vs previous 13F -7,753 shares

    0.08% of the 13F portfolio, value $5,036,167.

    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 58,935 shares
    Change vs previous 13F +10,302 shares

    0.1% of the 13F portfolio, value $5,846,916.

    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 48,633 shares
    Change vs previous 13F -7,347 shares

    0.07% of the 13F portfolio, value $4,063,179.

    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 55,980 shares
    Change vs previous 13F +2,178 shares

    0.11% of the 13F portfolio, value $5,651,541.

    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 53,802 shares
    Change vs previous 13F +6,168 shares

    0.14% of the 13F portfolio, value $5,918,041.

    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 47,634 shares
    Change vs previous 13F -9,007 shares

    0.14% of the 13F portfolio, value $6,009,852.

    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 56,641 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,723,425.

    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).