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Prosperity Consulting Group, LLC: SDY position timeline

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

Prosperity Consulting Group, LLC held 96,333 SDY 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 96,333 shares
    Change vs previous 13F -1,078 shares

    0.55% of the 13F portfolio, value $14,660,011.

    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 97,411 shares
    Change vs previous 13F -790 shares

    0.63% of the 13F portfolio, value $14,216,183.

    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 98,201 shares
    Change vs previous 13F -3,648 shares

    0.61% of the 13F portfolio, value $13,665,695.

    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 101,849 shares
    Change vs previous 13F -3,972 shares

    0.7% of the 13F portfolio, value $14,263,954.

    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 105,821 shares
    Change vs previous 13F -4,176 shares

    1.05% of the 13F portfolio, value $14,363,099.

    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 109,997 shares
    Change vs previous 13F -4,718 shares

    1.15% of the 13F portfolio, value $14,924,352.

    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 114,715 shares
    Change vs previous 13F -3,981 shares

    1.14% of the 13F portfolio, value $15,153,812.

    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 118,696 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $16,859,623.

    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).