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Disclosery

Prosperitas Financial LLC: SCHB position timeline

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

Prosperitas Financial LLC held 408,888 SCHB 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 408,888 shares
    Change vs previous 13F -9,797 shares

    3.79% of the 13F portfolio, value $11,841,383.

    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 418,685 shares
    Change vs previous 13F +84,515 shares

    3.92% of the 13F portfolio, value $10,508,991.

    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 334,170 shares
    Change vs previous 13F +9,812 shares

    3.42% of the 13F portfolio, value $8,765,276.

    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 324,358 shares
    Change vs previous 13F -192,858 shares

    3.46% of the 13F portfolio, value $8,339,233.

    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 517,216 shares
    Change vs previous 13F -86,309 shares

    5.79% of the 13F portfolio, value $12,325,255.

    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 603,525 shares
    Change vs previous 13F +80,596 shares

    6.72% of the 13F portfolio, value $12,993,897.

    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 522,929 shares
    Change vs previous 13F +388,550 shares

    6% of the 13F portfolio, value $11,870,476.

    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 134,379 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $8,938,891.

    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).