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Prospera Financial Services Inc: XGDVX position timeline

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

Prospera Financial Services Inc held 88,163 XGDVX 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 88,163 shares
    Change vs previous 13F +6,250 shares

    0.04% of the 13F portfolio, value $2,592,132.

    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 81,913 shares
    Change vs previous 13F +10,623 shares

    0.04% of the 13F portfolio, value $2,206,040.

    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 71,290 shares
    Change vs previous 13F -3,809 shares

    0.03% of the 13F portfolio, value $1,979,830.

    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 75,099 shares
    Change vs previous 13F +8,752 shares

    0.03% of the 13F portfolio, value $2,037,565.

    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 66,347 shares
    Change vs previous 13F +45,063 shares

    0.03% of the 13F portfolio, value $1,725,814.

    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 21,284 shares
    Change vs previous 13F -5,961 shares

    0.01% of the 13F portfolio, value $513,604.

    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 27,245 shares
    Change vs previous 13F -307 shares

    0.02% of the 13F portfolio, value $657,973.

    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 27,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $673,775.

    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).