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Prosperitas Financial LLC: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperitas Financial LLC on PM, newest first. How the timeline and the estimate are built.

Prosperitas Financial LLC held 30,745 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,745 shares
    Change vs previous 13F +2,898 shares

    1.78% of the 13F portfolio, value $5,561,999.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 27,847 shares
    Change vs previous 13F +985 shares

    1.72% of the 13F portfolio, value $4,604,259.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 26,862 shares
    Change vs previous 13F +1,060 shares

    1.68% of the 13F portfolio, value $4,308,541.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,802 shares
    Change vs previous 13F +1,352 shares

    1.74% of the 13F portfolio, value $4,185,055.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,450 shares
    Change vs previous 13F +263 shares

    2.09% of the 13F portfolio, value $4,453,086.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,187 shares
    Change vs previous 13F +254 shares

    1.98% of the 13F portfolio, value $3,839,200.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,933 shares
    Change vs previous 13F +1,499 shares

    1.46% of the 13F portfolio, value $2,880,252.

    13F-HR 0001172661-25-000506 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,434 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,723,503.

    13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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