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Prosperity Consulting Group, LLC: XLF position timeline

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

Prosperity Consulting Group, LLC held 207,081 XLF 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 207,081 shares
    Change vs previous 13F -20,393 shares

    0.42% of the 13F portfolio, value $11,101,600.

    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 227,474 shares
    Change vs previous 13F -13,481 shares

    0.5% of the 13F portfolio, value $11,230,375.

    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 240,955 shares
    Change vs previous 13F -4,153 shares

    0.59% of the 13F portfolio, value $13,197,124.

    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 245,108 shares
    Change vs previous 13F -4,901 shares

    0.65% of the 13F portfolio, value $13,203,949.

    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 250,009 shares
    Change vs previous 13F +939 shares

    0.96% of the 13F portfolio, value $13,092,987.

    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 249,070 shares
    Change vs previous 13F +11,812 shares

    0.96% of the 13F portfolio, value $12,406,199.

    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 237,258 shares
    Change vs previous 13F +36,713 shares

    0.86% of the 13F portfolio, value $11,466,675.

    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 200,545 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $9,088,683.

    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).