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Disclosery

Prospera Financial Services Inc: XLU position timeline

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

Prospera Financial Services Inc held 159,291 XLU 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 159,291 shares
    Change vs previous 13F +4,038 shares

    0.1% of the 13F portfolio, value $7,223,015.

    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 155,253 shares
    Change vs previous 13F +7,263 shares

    0.11% of the 13F portfolio, value $7,125,353.

    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 147,990 shares
    Change vs previous 13F +85,976 shares

    0.1% of the 13F portfolio, value $6,318,273.

    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 62,014 shares
    Change vs previous 13F +5,748 shares

    0.09% of the 13F portfolio, value $5,409,368.

    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 56,266 shares
    Change vs previous 13F -12,155 shares

    0.09% of the 13F portfolio, value $4,594,971.

    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 68,421 shares
    Change vs previous 13F -52,913 shares

    0.12% of the 13F portfolio, value $5,395,849.

    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 121,334 shares
    Change vs previous 13F +54,772 shares

    0.21% of the 13F portfolio, value $9,184,009.

    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 66,562 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,377,247.

    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).