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Prosperity Financial Group, Inc.: CGGR position timeline

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

Prosperity Financial Group, Inc. held 6,637 CGGR 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 6,637 shares
    Change vs previous 13F +53 shares

    0.1% of the 13F portfolio, value $313,275.

    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 6,584 shares
    Change vs previous 13F -16,273 shares

    0.1% of the 13F portfolio, value $264,618.

    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 22,857 shares
    Change vs previous 13F +7,157 shares

    0.18% of the 13F portfolio, value $1,016,453.

    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.: 6,835 shares
    • Prosperity Wealth Management, Inc.: 16,022 shares

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

  4. period ended2025-09-30
    13F 15,700 shares
    Change vs previous 13F +1,729 shares

    0.12% of the 13F portfolio, value $689,544.

    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.: 6,753 shares
    • Prosperity Wealth Management, Inc.: 8,947 shares

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

  5. period ended2025-06-30
    13F 13,971 shares
    Change vs previous 13F +281 shares

    0.11% of the 13F portfolio, value $567,921.

    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.: 6,525 shares
    • Prosperity Wealth Management, Inc.: 7,446 shares

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

  6. period ended2025-03-31
    13F 13,690 shares
    Change vs previous 13F +7,925 shares

    0.11% of the 13F portfolio, value $468,883.

    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.: 6,244 shares
    • Prosperity Wealth Management, Inc.: 7,446 shares

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

  7. period ended2024-12-31
    13F 5,765 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $214,285.

    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).