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Prospera Financial Services Inc: XBIL position timeline

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

Prospera Financial Services Inc held 37,378 XBIL 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 37,378 shares
    Change vs previous 13F -4,237 shares

    0.03% of the 13F portfolio, value $1,868,963.

    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 41,615 shares
    Change vs previous 13F -6,580 shares

    0.03% of the 13F portfolio, value $2,082,099.

    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 48,195 shares
    Change vs previous 13F -8,013 shares

    0.04% of the 13F portfolio, value $2,413,215.

    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 56,208 shares
    Change vs previous 13F +1,516 shares

    0.05% of the 13F portfolio, value $2,821,399.

    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 54,692 shares
    Change vs previous 13F +8,497 shares

    0.05% of the 13F portfolio, value $2,742,803.

    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 46,195 shares
    Change vs previous 13F +7,995 shares

    0.05% of the 13F portfolio, value $2,317,603.

    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 38,200 shares
    Change vs previous 13F +4,600 shares

    0.04% of the 13F portfolio, value $1,911,333.

    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 33,600 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,686,720.

    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).