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Prosperity Consulting Group, LLC: SMB position timeline

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

Prosperity Consulting Group, LLC held 93,383 SMB 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 93,383 shares
    Change vs previous 13F -9,776 shares

    0.06% of the 13F portfolio, value $1,620,195.

    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 103,159 shares
    Change vs previous 13F -13,442 shares

    0.08% of the 13F portfolio, value $1,784,651.

    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 116,601 shares
    Change vs previous 13F -14,789 shares

    0.09% of the 13F portfolio, value $2,030,023.

    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 131,390 shares
    Change vs previous 13F -35,841 shares

    0.11% of the 13F portfolio, value $2,288,814.

    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 167,231 shares
    Change vs previous 13F -8,689 shares

    0.21% of the 13F portfolio, value $2,886,407.

    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 175,920 shares
    Change vs previous 13F -9,727 shares

    0.23% of the 13F portfolio, value $3,014,389.

    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 185,647 shares
    Change vs previous 13F -7,118 shares

    0.24% of the 13F portfolio, value $3,172,707.

    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 192,765 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,332,907.

    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).