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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors on OEF, newest first. How the timeline and the estimate are built.

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held 631 OEF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 631 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $241,173.

    13F-HR 0001172661-26-004524 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 678 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $248,206.

    13F-HR 0001172661-26-002704 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 739 shares
    Change vs previous 13F -5,328 shares

    0.01% of the 13F portfolio, value $235,145.

    13F-HR 0001172661-26-001426 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,067 shares
    Change vs previous 13F -1,148 shares

    0.12% of the 13F portfolio, value $2,080,739.

    13F-HR 0001172661-26-000223 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,215 shares
    Change vs previous 13F -1,217 shares

    0.14% of the 13F portfolio, value $2,401,336.

    13F-HR 0001172661-25-004339 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 8,432 shares
    Change vs previous 13F +5,562 shares

    0.17% of the 13F portfolio, value $2,566,339.

    13F-HR/A 0001172661-25-004544 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,870 shares
    Change vs previous 13F -596 shares

    0.06% of the 13F portfolio, value $778,991.

    13F-HR 0001172661-25-001702 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 3,466 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,001,507.

    13F-HR/A 0001172661-25-000452 filed by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).