Prospera Financial Services Inc OXLC OXFORD LANE CAP CORP

Ownership history in Prospera Financial Services Inc  ·  17 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported OXFORD LANE CAP CORP (OXLC) in 17 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows OXLC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OXLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in OXFORD LANE CAP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OXLC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prospera Financial Services Inc held OXLC — position size vs. price
% of Fund (quarterly)    OXLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 22,192 +772 +3.6% 0.00% $194K 2026-07-15 $9.03
2026 Q1 ADDED 21,420 +5,124 +31.4% 0.00% $210K 2026-04-14 $9.41
2025 Q4 REDUCED 16,296 -341 -2.0% 0.00% $239K 2026-02-09 $9.48
2025 Q3 REDUCED 78.6% -8.1% 16,637 -61,244 -78.6% 0.00% $282K 2025-11-06 $12.00
2025 Q2 ADDED 77,881 +10,703 +15.9% 0.01% $327K 2025-08-06 $12.34
2025 Q1 ADDED 67,178 +15,909 +31.0% 0.01% $317K 2025-05-15 $17.13
2024 Q4 ADDED 51,269 +2,526 +5.2% 0.01% $260K 2025-02-13 $16.81
2024 Q3 ADDED 48,743 +895 +1.9% 0.01% $255K 2024-11-07 $16.68
2024 Q2 ADDED 47,848 +6,549 +15.9% 0.01% $259K 2024-08-13 $16.05
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Prospera Financial Services Inc and OXLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning OXLC?

Prospera Financial Services Inc reported OXLC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported OXLC position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for OXLC was 0.01% in 2025 Q1.

What is the latest reported OXLC position on this page?

The most recent filing on this page is 2026 Q2, when Prospera Financial Services Inc reported 22,192 shares, equal to 0.00% of portfolio, with an estimated market value of $194K.

What does the chart on this OXLC ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly OXLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prospera Financial Services Inc time their OXLC position?

Based on 13F filing dates vs. subsequent OXLC price moves, Prospera Financial Services Inc correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on OXLC relative to SPY over the holding period was -21.6%.

← Back to Prospera Financial Services Inc Holdings