Prospera Financial Services Inc
CIK
0001541625
City
DALLAS
State / Country
TX
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $733,096 | 87,691 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $684,466 | 82,665 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $574,295 | 70,726 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $464,836 | 63,563 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $472,524 | 55,889 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $354,937 | 46,955 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $355,857 | 46,955 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $326,817 | 44,155 | Shares | Sole | 2024-08-13 |
| 2023-12-31 | $312,476 | 44,155 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $349,848 | 44,155 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $341,096 | 41,355 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $513,325 | 66,950 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $460,477 | 63,480 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $988,835 | 117,230 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $697,802 | 82,630 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $248,932 | 17,950 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $203,239 | 14,450 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $182,046 | 14,450 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $125,699 | 11,000 | Shares | Sole | 2021-08-16 |