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Prosperity Consulting Group, LLC: MUNI position timeline

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

Prosperity Consulting Group, LLC held 204,816 MUNI 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 204,816 shares
    Change vs previous 13F +24,071 shares

    0.41% of the 13F portfolio, value $10,773,300.

    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 180,745 shares
    Change vs previous 13F +23,409 shares

    0.42% of the 13F portfolio, value $9,433,077.

    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 157,336 shares
    Change vs previous 13F +46,830 shares

    0.37% of the 13F portfolio, value $8,245,975.

    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 110,506 shares
    Change vs previous 13F +20,522 shares

    0.28% of the 13F portfolio, value $5,777,235.

    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 89,984 shares
    Change vs previous 13F +30,960 shares

    0.34% of the 13F portfolio, value $4,621,559.

    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 59,024 shares
    Change vs previous 13F +12,911 shares

    0.24% of the 13F portfolio, value $3,042,673.

    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 46,113 shares
    Change vs previous 13F +2,221 shares

    0.18% of the 13F portfolio, value $2,385,426.

    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 43,892 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,325,374.

    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).