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Disclosery

Prosperity Financial Group, Inc.: CPLB position timeline

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

Prosperity Financial Group, Inc. held 55,616 CPLB 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 55,616 shares
    Change vs previous 13F +2,486 shares

    0.36% of the 13F portfolio, value $1,162,382.

    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 53,130 shares
    Change vs previous 13F +8,745 shares

    0.41% of the 13F portfolio, value $1,114,667.

    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 44,385 shares
    Change vs previous 13F -3,501 shares

    0.34% of the 13F portfolio, value $942,294.

    13F-HR 0001172661-26-000306 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).

  4. period ended2025-09-30
    13F 47,886 shares
    Change vs previous 13F +18,549 shares

    0.38% of the 13F portfolio, value $1,023,989.

    13F-HR 0001172661-25-005010 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).

  5. period ended2025-06-30
    13F 29,337 shares
    Change vs previous 13F +13,220 shares

    0.27% of the 13F portfolio, value $625,465.

    13F-HR 0001172661-25-002815 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).

  6. period ended2025-03-31
    13F 16,117 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $342,486.

    13F-HR 0001172661-25-002250 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).