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Prosperity Consulting Group, LLC: EFV position timeline

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

Prosperity Consulting Group, LLC held 626,287 EFV 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 626,287 shares
    Change vs previous 13F +46,784 shares

    1.81% of the 13F portfolio, value $47,942,269.

    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 579,503 shares
    Change vs previous 13F +11,139 shares

    1.92% of the 13F portfolio, value $43,086,019.

    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 568,364 shares
    Change vs previous 13F +87,263 shares

    1.83% of the 13F portfolio, value $40,586,846.

    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 481,101 shares
    Change vs previous 13F +270,114 shares

    1.61% of the 13F portfolio, value $32,633,105.

    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 210,987 shares
    Change vs previous 13F +8,501 shares

    0.98% of the 13F portfolio, value $13,393,478.

    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 202,486 shares
    Change vs previous 13F +16,526 shares

    0.92% of the 13F portfolio, value $11,934,502.

    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 185,960 shares
    Change vs previous 13F +4,119 shares

    0.73% of the 13F portfolio, value $9,757,330.

    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 181,841 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $10,461,307.

    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).