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Disclosery

Prosperity Financial Group, Inc.: DIS position timeline

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

Prosperity Financial Group, Inc. held 0 DIS shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,978 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,978 shares
    Change vs previous 13F +131 shares

    0.08% of the 13F portfolio, value $452,563.

    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.: 2,090 shares
    • Prosperity Wealth Management, Inc.: 1,888 shares

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

  3. period ended2025-09-30
    13F 3,847 shares
    Change vs previous 13F +113 shares

    0.08% of the 13F portfolio, value $440,583.

    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.: 1,843 shares
    • Prosperity Wealth Management, Inc.: 2,004 shares

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

  4. period ended2025-06-30
    13F 3,734 shares
    Change vs previous 13F +3,734 shares

    0.09% of the 13F portfolio, value $463,033.

    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.: 1,627 shares
    • Prosperity Wealth Management, Inc.: 2,107 shares

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,890 shares

    13F-HR 0001172661-25-001514 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 3,890 shares
    Change vs previous 13F -6,564 shares

    0.18% of the 13F portfolio, value $433,109.

    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.: 0 shares
    • Prosperity Wealth Management, Inc.: 3,890 shares

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

  7. period ended2024-09-30
    13F 10,454 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,005,531.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 5,792 shares
    • Prosperity Wealth Management, Inc.: 4,662 shares

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