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Prosperity Consulting Group, LLC: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Consulting Group, LLC on CFG, newest first. How the timeline and the estimate are built.

Prosperity Consulting Group, LLC held 31,296 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,296 shares
    Change vs previous 13F +2,532 shares

    0.08% of the 13F portfolio, value $2,192,927.

    13F-HR 0001437749-26-027522 filed by Prosperity Consulting Group, 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 28,764 shares
    Change vs previous 13F +1,411 shares

    0.08% of the 13F portfolio, value $1,724,959.

    13F-HR 0001437749-26-014862 filed by Prosperity Consulting Group, 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 27,353 shares
    Change vs previous 13F -659 shares

    0.07% of the 13F portfolio, value $1,597,706.

    13F-HR 0001437749-26-004332 filed by Prosperity Consulting Group, 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 28,012 shares
    Change vs previous 13F +633 shares

    0.07% of the 13F portfolio, value $1,489,136.

    13F-HR 0001437749-25-035146 filed by Prosperity Consulting Group, 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 27,379 shares
    Change vs previous 13F -1,025 shares

    0.09% of the 13F portfolio, value $1,225,230.

    13F-HR 0001437749-25-024800 filed by Prosperity Consulting Group, 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 28,404 shares
    Change vs previous 13F -1,954 shares

    0.09% of the 13F portfolio, value $1,163,717.

    13F-HR 0001437749-25-015027 filed by Prosperity Consulting Group, 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 30,358 shares
    Change vs previous 13F +365 shares

    0.1% of the 13F portfolio, value $1,328,473.

    13F-HR 0001437749-25-003898 filed by Prosperity Consulting Group, 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 29,993 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,231,821.

    13F-HR 0001437749-24-031199 filed by Prosperity Consulting Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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