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Prosperity Consulting Group, LLC: XLP position timeline

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

Prosperity Consulting Group, LLC held 11,991 XLP 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 11,991 shares
    Change vs previous 13F -908 shares

    0.04% of the 13F portfolio, value $996,119.

    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 12,899 shares
    Change vs previous 13F -25,781 shares

    0.05% of the 13F portfolio, value $1,057,433.

    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 38,680 shares
    Change vs previous 13F +1,455 shares

    0.14% of the 13F portfolio, value $3,004,631.

    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 37,225 shares
    Change vs previous 13F +5,693 shares

    0.14% of the 13F portfolio, value $2,917,286.

    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 31,532 shares
    Change vs previous 13F -980 shares

    0.19% of the 13F portfolio, value $2,553,163.

    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 32,512 shares
    Change vs previous 13F -3,644 shares

    0.21% of the 13F portfolio, value $2,655,273.

    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 36,156 shares
    Change vs previous 13F +5,238 shares

    0.21% of the 13F portfolio, value $2,842,215.

    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 30,918 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,566,216.

    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).