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Disclosery

Prospera Financial Services Inc: VUG position timeline

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

Prospera Financial Services Inc held 399,200 VUG 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 399,200 shares
    Change vs previous 13F +327,955 shares

    0.5% of the 13F portfolio, value $34,392,483.

    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 71,245 shares
    Change vs previous 13F -2,990 shares

    0.5% of the 13F portfolio, value $31,142,399.

    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 74,235 shares
    Change vs previous 13F +987 shares

    0.59% of the 13F portfolio, value $36,242,908.

    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 73,248 shares
    Change vs previous 13F -3,281 shares

    0.6% of the 13F portfolio, value $35,156,059.

    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 76,529 shares
    Change vs previous 13F +17,755 shares

    0.63% of the 13F portfolio, value $33,571,562.

    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 58,774 shares
    Change vs previous 13F +2,838 shares

    0.5% of the 13F portfolio, value $21,805,650.

    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 55,936 shares
    Change vs previous 13F +4,028 shares

    0.54% of the 13F portfolio, value $22,970,654.

    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 51,908 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $19,939,239.

    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).