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Prosperity Financial Group, Inc.: GLD position timeline

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

Prosperity Financial Group, Inc. held 1,762 GLD 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 1,762 shares
    Change vs previous 13F -200 shares

    0.2% of the 13F portfolio, value $649,086.

    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 1,962 shares
    Change vs previous 13F -485 shares

    0.31% of the 13F portfolio, value $844,229.

    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 2,447 shares
    Change vs previous 13F +280 shares

    0.17% of the 13F portfolio, value $969,771.

    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.: 1,942 shares
    • Prosperity Wealth Management, Inc.: 505 shares

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

  4. period ended2025-09-30
    13F 2,167 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $770,303.

    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 2,154 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $656,604.

    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 2,158 shares
    Change vs previous 13F -2,281 shares

    0.31% of the 13F portfolio, value $621,806.

    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.: 2,158 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 4,439 shares
    Change vs previous 13F -867 shares

    0.24% of the 13F portfolio, value $1,074,815.

    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.: 2,064 shares
    • Prosperity Wealth Management, Inc.: 2,375 shares

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

  8. period ended2024-09-30
    13F 5,306 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,289,677.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,109 shares
    • Prosperity Wealth Management, Inc.: 3,197 shares

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