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Prosperity Financial Group, Inc.: GBTC position timeline

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

Prosperity Financial Group, Inc. held 38,400 GBTC 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 38,400 shares
    Change vs previous 13F -312 shares

    0.54% of the 13F portfolio, value $1,747,968.

    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 38,712 shares
    Change vs previous 13F -35,835 shares

    0.75% of the 13F portfolio, value $2,042,445.

    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 74,547 shares
    Change vs previous 13F +7,419 shares

    0.88% of the 13F portfolio, value $5,096,033.

    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.: 39,055 shares
    • Prosperity Wealth Management, Inc.: 35,492 shares

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

  4. period ended2025-09-30
    13F 67,128 shares
    Change vs previous 13F +1,069 shares

    1.06% of the 13F portfolio, value $6,026,081.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 41,040 shares
    • Prosperity Wealth Management, Inc.: 26,088 shares

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

  5. period ended2025-06-30
    13F 66,059 shares
    Change vs previous 13F +8,675 shares

    1.11% of the 13F portfolio, value $5,603,785.

    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.: 43,873 shares
    • Prosperity Wealth Management, Inc.: 22,186 shares

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

  6. period ended2025-03-31
    13F 57,384 shares
    Change vs previous 13F +10,715 shares

    0.9% of the 13F portfolio, value $3,739,715.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 43,473 shares
    • Prosperity Wealth Management, Inc.: 13,911 shares

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

  7. period ended2024-12-31
    13F 46,669 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,454,439.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 43,501 shares
    • Prosperity Wealth Management, Inc.: 3,168 shares

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