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Prosperity Consulting Group, LLC: EXC position timeline

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

Prosperity Consulting Group, LLC held 28,019 EXC 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 28,019 shares
    Change vs previous 13F +537 shares

    0.05% of the 13F portfolio, value $1,306,232.

    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 27,482 shares
    Change vs previous 13F +1,032 shares

    0.06% of the 13F portfolio, value $1,347,176.

    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 26,450 shares
    Change vs previous 13F +877 shares

    0.05% of the 13F portfolio, value $1,152,946.

    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 25,573 shares
    Change vs previous 13F +898 shares

    0.06% of the 13F portfolio, value $1,151,053.

    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 24,675 shares
    Change vs previous 13F +13,656 shares

    0.08% of the 13F portfolio, value $1,071,378.

    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 11,019 shares
    Change vs previous 13F +239 shares

    0.04% of the 13F portfolio, value $507,767.

    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 10,780 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $405,751.

    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 10,653 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $431,985.

    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).