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Prosperity Consulting Group, LLC: IWF position timeline

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

Prosperity Consulting Group, LLC held 108,037 IWF 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 108,037 shares
    Change vs previous 13F +84,885 shares

    0.51% of the 13F portfolio, value $13,414,947.

    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 23,152 shares
    Change vs previous 13F +4,353 shares

    0.44% of the 13F portfolio, value $9,871,985.

    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 18,799 shares
    Change vs previous 13F +2,400 shares

    0.4% of the 13F portfolio, value $8,897,639.

    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 16,399 shares
    Change vs previous 13F +2,421 shares

    0.38% of the 13F portfolio, value $7,681,590.

    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 13,978 shares
    Change vs previous 13F +373 shares

    0.43% of the 13F portfolio, value $5,934,987.

    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 13,605 shares
    Change vs previous 13F -82 shares

    0.38% of the 13F portfolio, value $4,912,504.

    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 13,687 shares
    Change vs previous 13F +769 shares

    0.41% of the 13F portfolio, value $5,496,465.

    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 12,918 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,849,234.

    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).