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Disclosery

Prospera Financial Services Inc: XLI position timeline

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

Prospera Financial Services Inc held 39,352 XLI 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 39,352 shares
    Change vs previous 13F +1,222 shares

    0.11% of the 13F portfolio, value $7,292,410.

    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 38,130 shares
    Change vs previous 13F +8,281 shares

    0.1% of the 13F portfolio, value $6,169,224.

    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 29,849 shares
    Change vs previous 13F +3,085 shares

    0.08% of the 13F portfolio, value $4,632,123.

    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 26,764 shares
    Change vs previous 13F +5,304 shares

    0.07% of the 13F portfolio, value $4,129,873.

    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 21,460 shares
    Change vs previous 13F -7,729 shares

    0.06% of the 13F portfolio, value $3,167,906.

    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 29,189 shares
    Change vs previous 13F -814 shares

    0.09% of the 13F portfolio, value $3,827,389.

    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 30,003 shares
    Change vs previous 13F -5,593 shares

    0.09% of the 13F portfolio, value $3,954,712.

    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 35,596 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,822,585.

    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).