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Disclosery

Prospera Financial Services Inc: XLY position timeline

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

Prospera Financial Services Inc held 14,897 XLY 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 14,897 shares
    Change vs previous 13F -8,397 shares

    0.03% of the 13F portfolio, value $1,747,491.

    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 23,294 shares
    Change vs previous 13F +544 shares

    0.04% of the 13F portfolio, value $2,538,858.

    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 22,750 shares
    Change vs previous 13F +11,505 shares

    0.04% of the 13F portfolio, value $2,716,746.

    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 11,245 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $2,695,483.

    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 11,278 shares
    Change vs previous 13F +4,680 shares

    0.05% of the 13F portfolio, value $2,451,582.

    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 6,598 shares
    Change vs previous 13F +149 shares

    0.03% of the 13F portfolio, value $1,303,443.

    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 6,449 shares
    Change vs previous 13F +268 shares

    0.03% of the 13F portfolio, value $1,447,662.

    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 6,181 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,239,057.

    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).