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Prosperity Financial Group, Inc.: DTCR position timeline

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

Prosperity Financial Group, Inc. held 69,518 DTCR 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 69,518 shares
    Change vs previous 13F -735 shares

    0.65% of the 13F portfolio, value $2,111,262.

    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 70,253 shares
    Change vs previous 13F -12,758 shares

    0.62% of the 13F portfolio, value $1,683,262.

    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 83,011 shares
    Change vs previous 13F +5,395 shares

    0.63% of the 13F portfolio, value $1,751,532.

    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 77,616 shares
    Change vs previous 13F +6,759 shares

    0.58% of the 13F portfolio, value $1,589,576.

    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 70,857 shares
    Change vs previous 13F +1,923 shares

    0.56% of the 13F portfolio, value $1,320,774.

    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 68,934 shares
    Change vs previous 13F +3,440 shares

    0.56% of the 13F portfolio, value $1,120,867.

    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).

  7. period ended2024-12-31
    13F 65,494 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,083,926.

    13F-HR 0001172661-25-000590 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).