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Prosperity Consulting Group, LLC: XLY position timeline

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

Prosperity Consulting Group, LLC held 96,433 XLY 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 96,433 shares
    Change vs previous 13F -2,557 shares

    0.43% of the 13F portfolio, value $11,309,676.

    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 98,990 shares
    Change vs previous 13F -6,840 shares

    0.48% of the 13F portfolio, value $10,787,976.

    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 105,830 shares
    Change vs previous 13F +51,428 shares

    0.57% of the 13F portfolio, value $12,637,170.

    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 54,402 shares
    Change vs previous 13F -10,084 shares

    0.64% of the 13F portfolio, value $13,036,811.

    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 64,486 shares
    Change vs previous 13F -5,886 shares

    1.02% of the 13F portfolio, value $14,014,829.

    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 70,372 shares
    Change vs previous 13F +1,154 shares

    1.07% of the 13F portfolio, value $13,895,630.

    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 69,218 shares
    Change vs previous 13F +11,995 shares

    1.17% of the 13F portfolio, value $15,529,040.

    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 57,223 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $11,465,691.

    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).