Current Market Value 5,367,862,767
Current Holdings 1313
Most Recent File Date 2025-08-06
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Prospera Financial Services Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 1313 5,367,863
2025-05-15 2025-03-31 13F-HR 1167 4,351,960
2025-02-13 2024-12-31 13F-HR 1133 4,293,379
2024-11-07 2024-09-30 13F-HR 1116 3,915,864
2024-08-13 2024-06-30 13F-HR 1134 3,596,429
2024-08-13 2024-03-31 13F-HR 1091 3,356,781
2024-02-14 2023-12-31 13F-HR 1051 3,020,219
2023-11-13 2023-09-30 13F-HR 1006 2,586,242
2023-08-08 2023-06-30 13F-HR 1005 2,612,895
2023-05-12 2023-03-31 13F-HR 957 2,433,242
2023-02-08 2022-12-31 13F-HR 891 1,996,191
2022-10-27 2022-09-30 13F-HR 830 1,916,590
2022-08-08 2022-06-30 13F-HR 1624 1,961,028
2022-05-04 2022-03-31 13F-HR 2784 2,388,202
2022-02-10 2021-12-31 13F-HR 866 2,313,501
2021-11-12 2021-09-30 13F-HR 793 2,007,222
2021-08-16 2021-06-30 13F-HR/A 1 R 789 1,994,738
2021-08-12 2021-06-30 13F-HR 790 1,942,389
2021-05-06 2021-03-31 13F-HR 743 1,685,203
2021-02-12 2020-12-31 13F-HR 668 1,451,585
2020-11-04 2020-09-30 13F-HR 1638 261,646
2020-08-10 2020-06-30 13F-HR 568 1,128,663
2020-05-15 2020-03-31 13F-HR 509 942,320
2020-02-12 2019-12-31 13F-HR 595 1,298,051
2019-10-22 2019-09-30 13F-HR 542 973,725
2019-08-14 2019-06-30 13F-HR/A 1 R 515 890,813
2019-08-14 2019-06-30 13F-HR 392 495,537
2019-05-02 2019-03-31 13F-HR 321 303,795
2019-02-13 2018-12-31 13F-HR 392 495,537
2018-10-25 2018-09-30 13F-HR 410 536,452
2018-07-18 2018-06-30 13F-HR 448 738,094
2018-04-12 2018-03-31 13F-HR 441 716,126
2018-01-23 2017-12-31 13F-HR 395 654,569
2017-10-11 2017-09-30 13F-HR 431 657,421
2017-07-19 2017-06-30 13F-HR 424 623,383
2017-04-13 2017-03-31 13F-HR 379 554,790
2017-01-11 2016-12-31 13F-HR 384 510,433
2016-10-12 2016-09-30 13F-HR 379 497,935
2016-07-26 2016-06-30 13F-HR 355 483,655
2016-04-12 2016-03-31 13F-HR 337 449,277
2016-01-12 2015-12-31 13F-HR 300 455,967
2015-10-16 2015-09-30 13F-HR 289 395,318
2015-08-07 2015-06-30 13F-HR 301 420,272
2015-04-22 2015-03-31 13F-HR 321 449,042
2015-01-14 2014-12-31 13F-HR 291 401,211
2014-10-16 2014-09-30 13F-HR 274 371,004
2014-07-07 2014-06-30 13F-HR 274 369,656
2014-04-04 2014-03-31 13F-HR 253 316,630
2014-02-13 2013-12-31 13F-HR 258 297,418
2013-11-04 2013-09-30 13F-HR 243 263,595
2013-08-15 2013-06-30 13F-HR 234 216,020