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Disclosery

Prosperity Financial Group, Inc.: CRM position timeline

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

Prosperity Financial Group, Inc. held 5,762 CRM 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 5,762 shares
    Change vs previous 13F +64 shares

    0.28% of the 13F portfolio, value $902,790.

    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 5,698 shares
    Change vs previous 13F -4,487 shares

    0.39% of the 13F portfolio, value $1,063,572.

    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 10,185 shares
    Change vs previous 13F +3,405 shares

    0.47% of the 13F portfolio, value $2,697,982.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 6,879 shares
    • Prosperity Wealth Management, Inc.: 3,306 shares

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

  4. period ended2025-09-30
    13F 6,780 shares
    Change vs previous 13F +5,552 shares

    0.59% of the 13F portfolio, value $1,607,001.

    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 1,228 shares
    Change vs previous 13F -2,232 shares

    0.14% of the 13F portfolio, value $334,731.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,228 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 3,460 shares
    Change vs previous 13F +230 shares

    0.22% of the 13F portfolio, value $928,640.

    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.: 1,182 shares
    • Prosperity Wealth Management, Inc.: 2,278 shares

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

  7. period ended2024-12-31
    13F 3,230 shares
    Change vs previous 13F +2,206 shares

    0.24% of the 13F portfolio, value $1,080,005.

    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.: 1,242 shares
    • Prosperity Wealth Management, Inc.: 1,988 shares

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

  8. period ended2024-09-30
    13F 1,024 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $280,356.

    13F-HR 0001172661-24-004592 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).