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Prosperity Consulting Group, LLC: IWY position timeline

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

Prosperity Consulting Group, LLC held 246,540 IWY 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 246,540 shares
    Change vs previous 13F -45,528 shares

    2.71% of the 13F portfolio, value $71,649,392.

    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 292,068 shares
    Change vs previous 13F +91,472 shares

    3.24% of the 13F portfolio, value $72,678,082.

    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 200,596 shares
    Change vs previous 13F +33,295 shares

    2.5% of the 13F portfolio, value $55,553,166.

    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 167,301 shares
    Change vs previous 13F +117,811 shares

    2.26% of the 13F portfolio, value $45,782,018.

    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 49,490 shares
    Change vs previous 13F +654 shares

    0.89% of the 13F portfolio, value $12,199,851.

    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 48,836 shares
    Change vs previous 13F +8,562 shares

    0.8% of the 13F portfolio, value $10,301,412.

    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 40,274 shares
    Change vs previous 13F +7,753 shares

    0.71% of the 13F portfolio, value $9,475,347.

    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 32,521 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,156,246.

    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).