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Prosperity Financial Group, Inc.: FDG position timeline

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

Prosperity Financial Group, Inc. held 23,938 FDG 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 23,938 shares
    Change vs previous 13F +10,716 shares

    0.99% of the 13F portfolio, value $3,186,107.

    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 13,222 shares
    Change vs previous 13F -1,287 shares

    0.56% of the 13F portfolio, value $1,507,969.

    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 14,509 shares
    Change vs previous 13F +981 shares

    0.66% of the 13F portfolio, value $1,840,394.

    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 13,528 shares
    Change vs previous 13F +1,114 shares

    0.6% of the 13F portfolio, value $1,629,281.

    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 12,414 shares
    Change vs previous 13F +935 shares

    0.58% of the 13F portfolio, value $1,356,326.

    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 11,479 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,042,982.

    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).