Prospera Financial Services Inc
Holdings in PBYI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,103,701 | 185,496 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,006,876 | 189,619 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $655,966 | 191,244 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $545,400 | 184,257 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $542,579 | 177,895 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $430,656 | 168,885 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $487,598 | 149,570 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $783,297 | 147,792 | Shares | Sole | 2024-08-13 |
| 2023-12-31 | $620,129 | 143,217 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $323,205 | 122,892 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $382,821 | 108,448 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $309,222 | 100,072 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $373,602 | 88,322 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $194,925 | 82,247 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $209,258 | 73,424 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $171,878 | 59,680 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $109,537 | 36,032 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $247,873 | 35,360 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $236,339 | 25,745 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $211,584 | 21,768 | Shares | Sole | 2021-05-06 |
| 2020-12-31 | $193,175 | 18,828 | Shares | Sole | 2021-02-12 |
| 2020-06-30 | $127,099 | 12,186 | Shares | Sole | 2020-08-10 |