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Disclosery

Prospera Financial Services Inc: XLF position timeline

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

Prospera Financial Services Inc held 224,659 XLF 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 224,659 shares
    Change vs previous 13F +17,362 shares

    0.17% of the 13F portfolio, value $12,044,995.

    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 207,297 shares
    Change vs previous 13F -69,970 shares

    0.16% of the 13F portfolio, value $10,235,182.

    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 277,267 shares
    Change vs previous 13F +35,228 shares

    0.25% of the 13F portfolio, value $15,187,964.

    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 242,039 shares
    Change vs previous 13F +72,316 shares

    0.22% of the 13F portfolio, value $13,040,477.

    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 169,723 shares
    Change vs previous 13F -16,081 shares

    0.17% of the 13F portfolio, value $8,889,322.

    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 185,804 shares
    Change vs previous 13F +9,862 shares

    0.21% of the 13F portfolio, value $9,255,920.

    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 175,942 shares
    Change vs previous 13F +19,333 shares

    0.2% of the 13F portfolio, value $8,503,720.

    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 156,609 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,098,153.

    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).