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Prosperity Consulting Group, LLC: IWM position timeline

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

Prosperity Consulting Group, LLC held 22,316 IWM 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 22,316 shares
    Change vs previous 13F +543 shares

    0.25% of the 13F portfolio, value $6,704,929.

    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 21,773 shares
    Change vs previous 13F -254 shares

    0.24% of the 13F portfolio, value $5,399,607.

    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 22,027 shares
    Change vs previous 13F -2,347 shares

    0.24% of the 13F portfolio, value $5,422,259.

    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 24,374 shares
    Change vs previous 13F -3,503 shares

    0.29% of the 13F portfolio, value $5,897,433.

    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 27,877 shares
    Change vs previous 13F +7,045 shares

    0.44% of the 13F portfolio, value $6,015,639.

    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 20,832 shares
    Change vs previous 13F -2,595 shares

    0.32% of the 13F portfolio, value $4,155,864.

    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 23,427 shares
    Change vs previous 13F -1,307 shares

    0.39% of the 13F portfolio, value $5,176,395.

    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 24,734 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,463,544.

    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).