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Disclosery

Prospera Financial Services Inc: USIG position timeline

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

Prospera Financial Services Inc held 7,028 USIG 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 7,028 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $360,523.

    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 7,107 shares
    Change vs previous 13F +1,530 shares

    0.01% of the 13F portfolio, value $364,146.

    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 5,577 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $288,759.

    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 5,915 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $308,939.

    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 5,920 shares
    Change vs previous 13F -1,007 shares

    0.01% of the 13F portfolio, value $304,608.

    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 6,927 shares
    Change vs previous 13F +611 shares

    0.01% of the 13F portfolio, value $353,967.

    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 6,316 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $317,711.

    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 6,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,115.

    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).