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Disclosery

Prospera Financial Services Inc: XLB position timeline

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

Prospera Financial Services Inc held 75,281 XLB 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 75,281 shares
    Change vs previous 13F +19,507 shares

    0.06% of the 13F portfolio, value $3,826,691.

    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 55,774 shares
    Change vs previous 13F +33,214 shares

    0.04% of the 13F portfolio, value $2,787,270.

    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 22,560 shares
    Change vs previous 13F +10,955 shares

    0.02% of the 13F portfolio, value $1,023,216.

    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 11,605 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $1,040,199.

    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 11,624 shares
    Change vs previous 13F -951 shares

    0.02% of the 13F portfolio, value $1,020,883.

    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 12,575 shares
    Change vs previous 13F +1,139 shares

    0.02% of the 13F portfolio, value $1,081,250.

    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 11,436 shares
    Change vs previous 13F -2,278 shares

    0.02% of the 13F portfolio, value $962,339.

    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 13,714 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,321,695.

    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).