Skip to content
Disclosery

Prosperity Financial Group, Inc.: AVLV position timeline

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

Prosperity Financial Group, Inc. held 57,070 AVLV 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 57,070 shares
    Change vs previous 13F +2,366 shares

    1.61% of the 13F portfolio, value $5,205,421.

    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 54,704 shares
    Change vs previous 13F -5,514 shares

    1.63% of the 13F portfolio, value $4,409,706.

    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 60,218 shares
    Change vs previous 13F +522 shares

    1.64% of the 13F portfolio, value $4,562,702.

    13F-HR 0001172661-26-000306 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).

  4. period ended2025-09-30
    13F 59,696 shares
    Change vs previous 13F -120 shares

    1.58% of the 13F portfolio, value $4,313,667.

    13F-HR 0001172661-25-005010 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).

  5. period ended2025-06-30
    13F 59,816 shares
    Change vs previous 13F +1,617 shares

    1.74% of the 13F portfolio, value $4,080,054.

    13F-HR 0001172661-25-002815 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).

  6. period ended2025-03-31
    13F 58,199 shares
    Change vs previous 13F +9,352 shares

    1.89% of the 13F portfolio, value $3,795,127.

    13F-HR 0001172661-25-002250 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).

  7. period ended2024-12-31
    13F 48,847 shares
    Change vs previous 13F +2,321 shares

    1.63% of the 13F portfolio, value $3,261,501.

    13F-HR 0001172661-25-000590 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).

  8. period ended2024-09-30
    13F 46,526 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $3,062,786.

    13F-HR 0001172661-24-004592 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).