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Prosperity Consulting Group, LLC: XLV position timeline

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

Prosperity Consulting Group, LLC held 75,277 XLV 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 75,277 shares
    Change vs previous 13F -2,819 shares

    0.45% of the 13F portfolio, value $11,943,462.

    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 78,096 shares
    Change vs previous 13F -2,644 shares

    0.51% of the 13F portfolio, value $11,449,621.

    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 80,740 shares
    Change vs previous 13F -2,859 shares

    0.56% of the 13F portfolio, value $12,498,544.

    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 83,599 shares
    Change vs previous 13F -10,010 shares

    0.57% of the 13F portfolio, value $11,634,442.

    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 93,609 shares
    Change vs previous 13F -1,087 shares

    0.92% of the 13F portfolio, value $12,617,609.

    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 94,696 shares
    Change vs previous 13F -5,773 shares

    1.07% of the 13F portfolio, value $13,826,560.

    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 100,469 shares
    Change vs previous 13F +13,869 shares

    1.04% of the 13F portfolio, value $13,821,471.

    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 86,600 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $13,338,076.

    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).