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Disclosery

Prospera Financial Services Inc: UTF position timeline

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

Prospera Financial Services Inc held 35,139 UTF 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 35,139 shares
    Change vs previous 13F +4,999 shares

    0.01% of the 13F portfolio, value $969,578.

    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 30,140 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $780,099.

    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 29,990 shares
    Change vs previous 13F -1,732 shares

    0.01% of the 13F portfolio, value $723,153.

    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 31,722 shares
    Change vs previous 13F +3,102 shares

    0.01% of the 13F portfolio, value $786,761.

    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 28,620 shares
    Change vs previous 13F +4,592 shares

    0.01% of the 13F portfolio, value $771,362.

    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 24,028 shares
    Change vs previous 13F -2,507 shares

    0.01% of the 13F portfolio, value $613,975.

    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 26,535 shares
    Change vs previous 13F +4,152 shares

    0.01% of the 13F portfolio, value $637,964.

    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 22,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $582,686.

    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).