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Prosperity Consulting Group, LLC: IWS position timeline

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

Prosperity Consulting Group, LLC held 123,463 IWS 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 123,463 shares
    Change vs previous 13F +10,357 shares

    0.77% of the 13F portfolio, value $20,322,029.

    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 113,106 shares
    Change vs previous 13F +1,945 shares

    0.73% of the 13F portfolio, value $16,484,024.

    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 111,161 shares
    Change vs previous 13F +10,511 shares

    0.71% of the 13F portfolio, value $15,679,286.

    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 100,650 shares
    Change vs previous 13F +1,453 shares

    0.69% of the 13F portfolio, value $14,057,726.

    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 99,197 shares
    Change vs previous 13F +6,382 shares

    0.96% of the 13F portfolio, value $13,107,904.

    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 92,815 shares
    Change vs previous 13F -189 shares

    0.9% of the 13F portfolio, value $11,691,946.

    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 93,004 shares
    Change vs previous 13F +362 shares

    0.91% of the 13F portfolio, value $12,029,135.

    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 92,642 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $12,251,863.

    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).