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Prospera Financial Services Inc: XLP position timeline

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

Prospera Financial Services Inc held 8,319 XLP 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 8,319 shares
    Change vs previous 13F -851 shares

    0.01% of the 13F portfolio, value $691,384.

    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 9,170 shares
    Change vs previous 13F +1,769 shares

    0.01% of the 13F portfolio, value $752,001.

    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 7,401 shares
    Change vs previous 13F -3,280 shares

    0.01% of the 13F portfolio, value $575,012.

    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 10,681 shares
    Change vs previous 13F -621 shares

    0.01% of the 13F portfolio, value $837,178.

    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 11,302 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $915,205.

    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 11,254 shares
    Change vs previous 13F -305 shares

    0.02% of the 13F portfolio, value $919,174.

    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 11,559 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $908,682.

    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 11,590 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $962,023.

    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).