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Prosperity Financial Group, Inc.: AVGO position timeline

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

Prosperity Financial Group, Inc. held 9,599 AVGO 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 9,599 shares
    Change vs previous 13F +529 shares

    1.12% of the 13F portfolio, value $3,626,123.

    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 9,070 shares
    Change vs previous 13F -9,932 shares

    1.04% of the 13F portfolio, value $2,807,169.

    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 19,002 shares
    Change vs previous 13F +1,034 shares

    1.14% of the 13F portfolio, value $6,576,638.

    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.: 13,884 shares
    • Prosperity Wealth Management, Inc.: 5,118 shares

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

  4. period ended2025-09-30
    13F 17,968 shares
    Change vs previous 13F +1,697 shares

    1.05% of the 13F portfolio, value $5,928,038.

    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.: 12,736 shares
    • Prosperity Wealth Management, Inc.: 5,232 shares

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

  5. period ended2025-06-30
    13F 16,271 shares
    Change vs previous 13F +2,259 shares

    0.89% of the 13F portfolio, value $4,485,153.

    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.: 11,379 shares
    • Prosperity Wealth Management, Inc.: 4,892 shares

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

  6. period ended2025-03-31
    13F 14,012 shares
    Change vs previous 13F +259 shares

    0.57% of the 13F portfolio, value $2,345,969.

    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.: 11,330 shares
    • Prosperity Wealth Management, Inc.: 2,682 shares

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

  7. period ended2024-12-31
    13F 13,753 shares
    Change vs previous 13F +1,684 shares

    0.72% of the 13F portfolio, value $3,188,430.

    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.: 11,209 shares
    • Prosperity Wealth Management, Inc.: 2,544 shares

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

  8. period ended2024-09-30
    13F 12,069 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,081,917.

    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.: 9,672 shares
    • Prosperity Wealth Management, Inc.: 2,397 shares

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