Prospera Financial Services Inc
Holdings in FINV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $294,286 | 56,269 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $430,290 | 58,384 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $561,841 | 59,266 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $550,816 | 57,198 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $514,335 | 75,749 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $469,890 | 76,034 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $363,640 | 76,235 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $378,372 | 75,074 | Shares | Sole | 2024-08-13 |
| 2023-12-31 | $346,944 | 70,805 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $389,201 | 78,153 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $359,503 | 78,153 | Shares | Sole | 2023-08-08 |