Prosperity Financial Group, Inc.: CLS position timeline

Prosperity Financial Group, Inc. held 3,471 CLS 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 3,471 shares

   Change vs previous 13F +60 shares

   0.34% of the 13F portfolio, value $1,026,062.

   13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
   Filed 2026-03-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-09-30

   13F 3,411 shares

   Change vs previous 13F +161 shares

   0.29% of the 13F portfolio, value $840,402.

   13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 3,250 shares

   Change vs previous 13F +40 shares

   0.19% of the 13F portfolio, value $507,358.

   13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 3,210 shares

   Change vs previous 13F +375 shares

   0.12% of the 13F portfolio, value $252,980.

   13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 2,835 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $261,671.

   13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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