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Disclosery

Prospera Financial Services Inc: USFD position timeline

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

Prospera Financial Services Inc held 6,111 USFD 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 6,111 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $624,831.

    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 6,009 shares
    Change vs previous 13F -3,443 shares

    0.01% of the 13F portfolio, value $554,062.

    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 9,452 shares
    Change vs previous 13F -1,541 shares

    0.01% of the 13F portfolio, value $711,860.

    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 10,993 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $842,216.

    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 11,221 shares
    Change vs previous 13F -623 shares

    0.02% of the 13F portfolio, value $864,080.

    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 11,844 shares
    Change vs previous 13F +2,850 shares

    0.02% of the 13F portfolio, value $775,230.

    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 8,994 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $606,698.

    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 9,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $553,727.

    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).