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Prosperity Financial Group, Inc.: BRK-B position timeline

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

Prosperity Financial Group, Inc. held 2,654 BRK-B 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 2,654 shares
    Change vs previous 13F +40 shares

    0.41% of the 13F portfolio, value $1,328,035.

    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 2,614 shares
    Change vs previous 13F -868 shares

    0.46% of the 13F portfolio, value $1,252,629.

    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 3,482 shares
    Change vs previous 13F +71 shares

    0.3% of the 13F portfolio, value $1,750,228.

    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.: 2,615 shares
    • Prosperity Wealth Management, Inc.: 867 shares

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

  4. period ended2025-09-30
    13F 3,411 shares
    Change vs previous 13F +781 shares

    0.3% of the 13F portfolio, value $1,714,846.

    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.: 2,600 shares
    • Prosperity Wealth Management, Inc.: 811 shares

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

  5. period ended2025-06-30
    13F 2,630 shares
    Change vs previous 13F +59 shares

    0.25% of the 13F portfolio, value $1,277,575.

    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.: 1,829 shares
    • Prosperity Wealth Management, Inc.: 801 shares

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

  6. period ended2025-03-31
    13F 2,571 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $1,369,263.

    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.: 1,780 shares
    • Prosperity Wealth Management, Inc.: 791 shares

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

  7. period ended2024-12-31
    13F 2,550 shares
    Change vs previous 13F -2,057 shares

    0.26% of the 13F portfolio, value $1,155,864.

    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.: 1,759 shares
    • Prosperity Wealth Management, Inc.: 791 shares

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

  8. period ended2024-09-30
    13F 4,607 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,120,418.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,719 shares
    • Prosperity Wealth Management, Inc.: 2,888 shares

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