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Disclosery

Prospera Financial Services Inc: WRN position timeline

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

Prospera Financial Services Inc held 164,750 WRN 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 164,750 shares
    Change vs previous 13F +5,500 shares

    0.01% of the 13F portfolio, value $369,040.

    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 159,250 shares
    Change vs previous 13F -5,250 shares

    0.01% of the 13F portfolio, value $402,902.

    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 164,500 shares
    Change vs previous 13F +13,250 shares

    0.01% of the 13F portfolio, value $439,214.

    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 151,250 shares
    Change vs previous 13F +31,500 shares

    0.01% of the 13F portfolio, value $297,962.

    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 119,750 shares
    Change vs previous 13F +81,500 shares

    <0.01% of the 13F portfolio, value $149,687.

    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 38,250 shares
    Change vs previous 13F +23,670 shares

    <0.01% of the 13F portfolio, value $43,413.

    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 14,580 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,309.

    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 14,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,496.

    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).