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Disclosery

Prospera Financial Services Inc: XLV position timeline

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

Prospera Financial Services Inc held 36,908 XLV 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 36,908 shares
    Change vs previous 13F +10,264 shares

    0.09% of the 13F portfolio, value $5,857,973.

    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 26,644 shares
    Change vs previous 13F +1,338 shares

    0.06% of the 13F portfolio, value $3,908,242.

    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 25,306 shares
    Change vs previous 13F +12,611 shares

    0.06% of the 13F portfolio, value $3,919,595.

    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 12,695 shares
    Change vs previous 13F -1,533 shares

    0.03% of the 13F portfolio, value $1,769,624.

    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 14,228 shares
    Change vs previous 13F -3,679 shares

    0.04% of the 13F portfolio, value $1,920,858.

    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 17,907 shares
    Change vs previous 13F -39,058 shares

    0.06% of the 13F portfolio, value $2,618,034.

    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 56,965 shares
    Change vs previous 13F +28,059 shares

    0.18% of the 13F portfolio, value $7,840,662.

    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 28,906 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,456,967.

    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).