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Prosperity Consulting Group, LLC: EFG position timeline

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

Prosperity Consulting Group, LLC held 105,307 EFG 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 105,307 shares
    Change vs previous 13F +10,270 shares

    0.5% of the 13F portfolio, value $13,102,266.

    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 95,037 shares
    Change vs previous 13F +7,104 shares

    0.47% of the 13F portfolio, value $10,584,311.

    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 87,933 shares
    Change vs previous 13F +2,508 shares

    0.45% of the 13F portfolio, value $10,017,369.

    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 85,425 shares
    Change vs previous 13F -14,128 shares

    0.48% of the 13F portfolio, value $9,728,163.

    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 99,553 shares
    Change vs previous 13F -513 shares

    0.81% of the 13F portfolio, value $11,149,972.

    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 100,066 shares
    Change vs previous 13F -11,479 shares

    0.77% of the 13F portfolio, value $10,006,580.

    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 111,545 shares
    Change vs previous 13F +28,252 shares

    0.81% of the 13F portfolio, value $10,800,890.

    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 83,293 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,966,498.

    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).