Skip to content
Disclosery

Prosperity Consulting Group, LLC: IVW position timeline

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

Prosperity Consulting Group, LLC held 152,323 IVW 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 152,323 shares
    Change vs previous 13F -814 shares

    0.79% of the 13F portfolio, value $20,948,982.

    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 153,137 shares
    Change vs previous 13F -364 shares

    0.77% of the 13F portfolio, value $17,321,326.

    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 153,501 shares
    Change vs previous 13F +495 shares

    0.85% of the 13F portfolio, value $18,920,533.

    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 153,006 shares
    Change vs previous 13F -5,902 shares

    0.91% of the 13F portfolio, value $18,470,884.

    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 158,908 shares
    Change vs previous 13F -5,709 shares

    1.28% of the 13F portfolio, value $17,495,793.

    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 164,617 shares
    Change vs previous 13F -3,904 shares

    1.18% of the 13F portfolio, value $15,281,439.

    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 168,521 shares
    Change vs previous 13F -1,263 shares

    1.29% of the 13F portfolio, value $17,109,896.

    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 169,784 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $16,256,823.

    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).