Prosperity Financial Group, Inc.: BUFR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Financial Group, Inc. on BUFR, newest first. How the timeline and the estimate are built.
Prosperity Financial Group, Inc. held 7,341 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 7,341 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $268,167.
13F-HR 0001172661-26-002838 filed by Prosperity Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,341 sharesChange vs previous 13F -11,333 shares
0.09% of the 13F portfolio, value $247,906.
13F-HR 0001172661-26-001809 filed by Prosperity Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,674 sharesChange vs previous 13F -2,265 shares
0.11% of the 13F portfolio, value $639,772.
13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingested- Prosperity Financial Group, Inc.: 7,491 shares
- Prosperity Wealth Management, Inc.: 11,183 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,939 sharesChange vs previous 13F -8,432 shares
0.12% of the 13F portfolio, value $699,781.
13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingested- Prosperity Financial Group, Inc.: 7,491 shares
- Prosperity Wealth Management, Inc.: 13,448 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,371 sharesChange vs previous 13F -658 shares
0.19% of the 13F portfolio, value $933,998.
13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingested- Prosperity Financial Group, Inc.: 7,491 shares
- Prosperity Wealth Management, Inc.: 21,880 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,029 sharesChange vs previous 13F +3,937 shares
0.22% of the 13F portfolio, value $891,561.
13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingested- Prosperity Financial Group, Inc.: 7,491 shares
- Prosperity Wealth Management, Inc.: 22,538 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,092 sharesChange vs previous 13F +2,311 shares
0.18% of the 13F portfolio, value $795,023.
13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingested- Prosperity Financial Group, Inc.: 7,491 shares
- Prosperity Wealth Management, Inc.: 18,601 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,781 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $710,814.
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.: 8,966 shares
- Prosperity Wealth Management, Inc.: 14,815 shares
Acceptance time not in the bulk data set (spec §4.2).