Skip to content
Disclosery

Prosperity Consulting Group, LLC: SCHD position timeline

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

Prosperity Consulting Group, LLC held 617,652 SCHD 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 617,652 shares
    Change vs previous 13F -32,660 shares

    0.74% of the 13F portfolio, value $19,585,747.

    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 650,312 shares
    Change vs previous 13F -60,561 shares

    0.89% of the 13F portfolio, value $19,951,576.

    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 710,873 shares
    Change vs previous 13F -114,748 shares

    0.88% of the 13F portfolio, value $19,499,239.

    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 825,621 shares
    Change vs previous 13F -348,033 shares

    1.11% of the 13F portfolio, value $22,539,463.

    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 1,173,654 shares
    Change vs previous 13F -13,858 shares

    2.27% of the 13F portfolio, value $31,101,837.

    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 1,187,512 shares
    Change vs previous 13F +107,249 shares

    2.57% of the 13F portfolio, value $33,202,849.

    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 1,080,263 shares
    Change vs previous 13F +736,580 shares

    2.22% of the 13F portfolio, value $29,512,783.

    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 343,683 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $29,051,500.

    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).