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Prosperity Financial Group, Inc.: AAPL position timeline

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

Prosperity Financial Group, Inc. held 74,205 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,205 shares
    Change vs previous 13F +306 shares

    6.65% of the 13F portfolio, value $21,472,029.

    13F-HR 0001172661-26-002838 filed by Prosperity Financial Group, Inc.
    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 73,899 shares
    Change vs previous 13F -6,859 shares

    6.93% of the 13F portfolio, value $18,754,788.

    13F-HR 0001172661-26-001809 filed by Prosperity Financial Group, Inc.
    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 80,758 shares
    Change vs previous 13F +6,507 shares

    3.8% of the 13F portfolio, value $21,955,109.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 62,625 shares
    • Prosperity Wealth Management, Inc.: 18,133 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,251 shares
    Change vs previous 13F -151 shares

    3.33% of the 13F portfolio, value $18,906,796.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 55,987 shares
    • Prosperity Wealth Management, Inc.: 18,264 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,402 shares
    Change vs previous 13F -2,845 shares

    3.02% of the 13F portfolio, value $15,265,175.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 54,979 shares
    • Prosperity Wealth Management, Inc.: 19,423 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,247 shares
    Change vs previous 13F -6,438 shares

    4.15% of the 13F portfolio, value $17,159,006.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 56,989 shares
    • Prosperity Wealth Management, Inc.: 20,258 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,685 shares
    Change vs previous 13F -947 shares

    4.74% of the 13F portfolio, value $20,956,389.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 57,694 shares
    • Prosperity Wealth Management, Inc.: 25,991 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 84,632 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $19,719,278.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 58,328 shares
    • Prosperity Wealth Management, Inc.: 26,304 shares

    Acceptance time not in the bulk data set (spec §4.2).