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Prosperity Consulting Group, LLC: WM position timeline

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

Prosperity Consulting Group, LLC held 14,091 WM 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 14,091 shares
    Change vs previous 13F -136 shares

    0.12% of the 13F portfolio, value $3,140,628.

    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 14,227 shares
    Change vs previous 13F -332 shares

    0.15% of the 13F portfolio, value $3,269,132.

    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 14,559 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $3,198,799.

    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 14,537 shares
    Change vs previous 13F +263 shares

    0.16% of the 13F portfolio, value $3,210,184.

    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 14,274 shares
    Change vs previous 13F +136 shares

    0.24% of the 13F portfolio, value $3,266,092.

    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 14,138 shares
    Change vs previous 13F -190 shares

    0.25% of the 13F portfolio, value $3,273,042.

    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 14,328 shares
    Change vs previous 13F +1,454 shares

    0.22% of the 13F portfolio, value $2,891,159.

    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 12,874 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,672,640.

    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).