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Prosperity Financial Group, Inc.: HFXI position timeline

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

Prosperity Financial Group, Inc. held 150,274 HFXI 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 150,274 shares
    Change vs previous 13F +10,206 shares

    1.77% of the 13F portfolio, value $5,723,944.

    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 140,068 shares
    Change vs previous 13F +41,659 shares

    1.74% of the 13F portfolio, value $4,703,477.

    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 98,409 shares
    Change vs previous 13F +5,958 shares

    1.15% of the 13F portfolio, value $3,193,364.

    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 92,451 shares
    Change vs previous 13F +21,411 shares

    1.05% of the 13F portfolio, value $2,866,906.

    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 71,040 shares
    Change vs previous 13F +32,064 shares

    0.89% of the 13F portfolio, value $2,093,549.

    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 38,976 shares
    Change vs previous 13F +6,310 shares

    0.53% of the 13F portfolio, value $1,072,620.

    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 32,666 shares
    Change vs previous 13F +236 shares

    0.43% of the 13F portfolio, value $851,276.

    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).

  8. period ended2024-09-30
    13F 32,430 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $896,365.

    13F-HR 0001172661-24-004592 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).