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Prospera Financial Services Inc: XCHYX position timeline

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

Prospera Financial Services Inc held 19,196 XCHYX 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 19,196 shares
    Change vs previous 13F -7,600 shares

    <0.01% of the 13F portfolio, value $261,460.

    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 26,796 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $291,815.

    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 27,796 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $314,381.

    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 28,188 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $316,277.

    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 28,396 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $312,080.

    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 28,376 shares
    Change vs previous 13F -4,975 shares

    0.01% of the 13F portfolio, value $286,605.

    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 33,351 shares
    Change vs previous 13F -615 shares

    0.01% of the 13F portfolio, value $404,890.

    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 33,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $405,234.

    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).