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Prosperity Financial Group, Inc.: GS position timeline

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

Prosperity Financial Group, Inc. held 533 GS 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 533 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $539,060.

    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 529 shares
    Change vs previous 13F -2,901 shares

    0.17% of the 13F portfolio, value $447,529.

    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 3,430 shares
    Change vs previous 13F -177 shares

    0.52% of the 13F portfolio, value $3,014,970.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 465 shares
    • Prosperity Wealth Management, Inc.: 2,965 shares

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

  4. period ended2025-09-30
    13F 3,607 shares
    Change vs previous 13F +63 shares

    0.51% of the 13F portfolio, value $2,872,435.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 394 shares
    • Prosperity Wealth Management, Inc.: 3,213 shares

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

  5. period ended2025-06-30
    13F 3,544 shares
    Change vs previous 13F +380 shares

    0.5% of the 13F portfolio, value $2,508,266.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 324 shares
    • Prosperity Wealth Management, Inc.: 3,220 shares

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

  6. period ended2025-03-31
    13F 3,164 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,728,462.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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