Advertisement
Screener

Prospera Financial Services Inc Last Quarter Change: USA Other Stocks, Sold Out

Prospera Financial Services Inc quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Prospera Financial Services Inc opened 0 positions, added to 0, reduced 0, sold out of 4 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$276,390); the largest decrease was DUPONT DE NEMOURS INC (-$3,920,507).

  • DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 85,601; Shares 2026-06-30 0.
  • CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 72,236; Shares 2026-06-30 0.
  • BANZAI INTERNATIONAL INC: Country of operation United States; Class COM CL A; Shares 2026-03-31 10,000; Shares 2026-06-30 0.
  • WHEELS UP EXPERIENCE INC: Country of operation United States; Class COM CL A; Shares 2026-03-31 11,000; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1541625): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DUPONT DE NEMOURS INC
CUSIP 26614N102
United StatesCOM85,6010-85,601$3,920,507$0-$3,920,507
CARNIVAL CORP
CUSIP 143658300
COMMON STOCK72,2360-72,236$1,869,725$0-$1,869,725
BANZAI INTERNATIONAL INC
CUSIP 06682J407
United StatesCOM CL A10,0000-10,000$9,511$0-$9,511
WHEELS UP EXPERIENCE INC
CUSIP 96328L205
United StatesCOM CL A11,0000-11,000$5,681$0-$5,681

Similar Firms

Firm NameCountry13F ValueHoldings
LETKO, BROSSEAU & ASSOCIATES INCCanada$6.205B101
Energy Income Partners, LLCUnited States$6.215B168
NorthRock Partners, LLCUnited States$6.203B678
World Investment AdvisorsUnited States$6.202B1,572
CAPITAL ADVISORS INC/OKUnited States$6.221B377
BARINGS LLCUnited States$6.193B238
Mesirow Financial Investment Management, Inc.United States$6.175B517
Apollon Wealth Management, LLCUnited States$6.153B1,404
AKRE CAPITAL MANAGEMENT LLCUnited States$6.135B20
Arkadios Wealth AdvisorsUnited States$6.129B3,368