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Prosperity Consulting Group, LLC: SOXX position timeline

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

Prosperity Consulting Group, LLC held 9,016 SOXX 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 9,016 shares
    Change vs previous 13F -565 shares

    0.22% of the 13F portfolio, value $5,777,252.

    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 9,581 shares
    Change vs previous 13F +304 shares

    0.14% of the 13F portfolio, value $3,149,045.

    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 9,277 shares
    Change vs previous 13F -150 shares

    0.13% of the 13F portfolio, value $2,793,824.

    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 9,427 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $2,555,725.

    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 9,419 shares
    Change vs previous 13F -3,335 shares

    0.16% of the 13F portfolio, value $2,248,221.

    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 12,754 shares
    Change vs previous 13F -2,883 shares

    0.19% of the 13F portfolio, value $2,399,858.

    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 15,637 shares
    Change vs previous 13F +1,458 shares

    0.25% of the 13F portfolio, value $3,369,676.

    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 14,179 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,269,536.

    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).