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Disclosery

Prospera Financial Services Inc: UTES position timeline

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

Prospera Financial Services Inc held 22,875 UTES 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 22,875 shares
    Change vs previous 13F -2,055 shares

    0.03% of the 13F portfolio, value $1,869,680.

    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 24,930 shares
    Change vs previous 13F -1,312 shares

    0.03% of the 13F portfolio, value $1,992,003.

    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 26,242 shares
    Change vs previous 13F -489 shares

    0.03% of the 13F portfolio, value $2,071,867.

    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 26,731 shares
    Change vs previous 13F +19,463 shares

    0.04% of the 13F portfolio, value $2,230,596.

    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 7,268 shares
    Change vs previous 13F +2,137 shares

    0.01% of the 13F portfolio, value $549,677.

    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 5,131 shares
    Change vs previous 13F -651 shares

    0.01% of the 13F portfolio, value $331,530.

    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 5,782 shares
    Change vs previous 13F -2,333 shares

    0.01% of the 13F portfolio, value $368,604.

    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 8,115 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $518,927.

    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).