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Disclosery

Prospera Financial Services Inc: WFC position timeline

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

Prospera Financial Services Inc held 164,152 WFC 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 164,152 shares
    Change vs previous 13F -37,412 shares

    0.2% of the 13F portfolio, value $13,566,818.

    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 201,564 shares
    Change vs previous 13F -488 shares

    0.26% of the 13F portfolio, value $16,047,537.

    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 202,052 shares
    Change vs previous 13F -10,464 shares

    0.31% of the 13F portfolio, value $18,832,886.

    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 212,516 shares
    Change vs previous 13F +4,597 shares

    0.3% of the 13F portfolio, value $17,815,074.

    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 207,919 shares
    Change vs previous 13F +41,075 shares

    0.31% of the 13F portfolio, value $16,659,651.

    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 166,844 shares
    Change vs previous 13F +8,001 shares

    0.28% of the 13F portfolio, value $11,978,206.

    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 158,843 shares
    Change vs previous 13F +20,411 shares

    0.26% of the 13F portfolio, value $11,157,567.

    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 138,432 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,820,366.

    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).