Skip to content

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

  1. period ended2026-06-30
    13F 7,341 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 7,341 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 18,674 shares
    Change 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).

  4. period ended2025-09-30
    13F 20,939 shares
    Change 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).

  5. period ended2025-06-30
    13F 29,371 shares
    Change 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).

  6. period ended2025-03-31
    13F 30,029 shares
    Change 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).

  7. period ended2024-12-31
    13F 26,092 shares
    Change 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).

  8. period ended2024-09-30
    13F 23,781 shares
    Change 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).