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Prosperity Financial Group, Inc.: FTRB position timeline

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

Prosperity Financial Group, Inc. held 41,479 FTRB 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 41,479 shares
    Change vs previous 13F +3,184 shares

    0.32% of the 13F portfolio, value $1,040,935.

    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 38,295 shares
    Change vs previous 13F +1,910 shares

    0.36% of the 13F portfolio, value $962,928.

    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 36,385 shares
    Change vs previous 13F -2,461 shares

    0.33% of the 13F portfolio, value $923,815.

    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 38,846 shares
    Change vs previous 13F +7,500 shares

    0.36% of the 13F portfolio, value $986,308.

    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 31,346 shares
    Change vs previous 13F +2,043 shares

    0.33% of the 13F portfolio, value $786,776.

    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 29,303 shares
    Change vs previous 13F -1,571 shares

    0.37% of the 13F portfolio, value $734,041.

    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 30,874 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $761,963.

    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).