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Prosperity Consulting Group, LLC: WFC position timeline

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

Prosperity Consulting Group, LLC held 14,315 WFC 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 14,315 shares
    Change vs previous 13F +1,242 shares

    0.04% of the 13F portfolio, value $1,182,992.

    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 13,073 shares
    Change vs previous 13F +570 shares

    0.05% of the 13F portfolio, value $1,040,742.

    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 12,503 shares
    Change vs previous 13F +450 shares

    0.05% of the 13F portfolio, value $1,165,280.

    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 12,053 shares
    Change vs previous 13F +1,724 shares

    0.05% of the 13F portfolio, value $1,010,282.

    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 10,329 shares
    Change vs previous 13F +497 shares

    0.06% of the 13F portfolio, value $827,559.

    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 9,832 shares
    Change vs previous 13F +3,460 shares

    0.05% of the 13F portfolio, value $705,839.

    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 6,372 shares
    Change vs previous 13F +1,290 shares

    0.03% of the 13F portfolio, value $447,602.

    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 5,082 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $287,090.

    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).