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Prosperity Financial Group, Inc.: BUFQ position timeline

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

Prosperity Financial Group, Inc. held 11,593 BUFQ shares at 2025-12-31 per its 13F-HR filed 2026-03-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 11,593 shares
    Change vs previous 13F -2,314 shares

    0.14% of the 13F portfolio, value $415,493.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 13,907 shares
    Change vs previous 13F -9,511 shares

    0.16% of the 13F portfolio, value $484,520.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,418 shares
    Change vs previous 13F -1,138 shares

    0.29% of the 13F portfolio, value $777,478.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 24,556 shares
    Change vs previous 13F +873 shares

    0.34% of the 13F portfolio, value $733,242.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 23,683 shares
    Change vs previous 13F +1,693 shares

    0.31% of the 13F portfolio, value $744,357.

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 21,990 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $667,397.

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

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