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Disclosery

Prospera Financial Services Inc: WSO position timeline

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

Prospera Financial Services Inc held 29,849 WSO 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 29,849 shares
    Change vs previous 13F +286 shares

    0.18% of the 13F portfolio, value $12,440,742.

    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 29,563 shares
    Change vs previous 13F +164 shares

    0.17% of the 13F portfolio, value $10,760,611.

    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 29,399 shares
    Change vs previous 13F +1,302 shares

    0.16% of the 13F portfolio, value $9,910,065.

    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 28,097 shares
    Change vs previous 13F +3,911 shares

    0.19% of the 13F portfolio, value $11,361,574.

    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 24,186 shares
    Change vs previous 13F +23,273 shares

    0.2% of the 13F portfolio, value $10,682,984.

    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 913 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $464,384.

    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 911 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $431,917.

    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 911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,245.

    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).