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Disclosery

Prospera Financial Services Inc: WTAI position timeline

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

Prospera Financial Services Inc held 100,127 WTAI 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 100,127 shares
    Change vs previous 13F +683 shares

    0.07% of the 13F portfolio, value $4,752,980.

    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 99,444 shares
    Change vs previous 13F -6,348 shares

    0.05% of the 13F portfolio, value $2,807,243.

    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 105,792 shares
    Change vs previous 13F +2,094 shares

    0.05% of the 13F portfolio, value $3,082,728.

    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 103,698 shares
    Change vs previous 13F +1,510 shares

    0.05% of the 13F portfolio, value $2,961,543.

    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 102,188 shares
    Change vs previous 13F +4,589 shares

    0.05% of the 13F portfolio, value $2,509,669.

    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 97,599 shares
    Change vs previous 13F -1,592 shares

    0.04% of the 13F portfolio, value $1,854,381.

    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 99,191 shares
    Change vs previous 13F +2,819 shares

    0.05% of the 13F portfolio, value $2,182,202.

    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 96,372 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,920,617.

    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).