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Prosperity Consulting Group, LLC: IVV position timeline

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

Prosperity Consulting Group, LLC held 432,475 IVV 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 432,475 shares
    Change vs previous 13F -9,699 shares

    12.26% of the 13F portfolio, value $323,876,262.

    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 442,174 shares
    Change vs previous 13F +10,435 shares

    12.86% of the 13F portfolio, value $288,832,228.

    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 431,739 shares
    Change vs previous 13F +60,778 shares

    13.3% of the 13F portfolio, value $295,714,972.

    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 370,961 shares
    Change vs previous 13F +232,467 shares

    12.24% of the 13F portfolio, value $248,284,205.

    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 138,494 shares
    Change vs previous 13F +5,893 shares

    6.27% of the 13F portfolio, value $85,990,864.

    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 132,601 shares
    Change vs previous 13F +2,024 shares

    5.76% of the 13F portfolio, value $74,508,662.

    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 130,577 shares
    Change vs previous 13F +4,744 shares

    5.79% of the 13F portfolio, value $76,867,880.

    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 125,833 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $72,582,898.

    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).