Skip to content
Disclosery

Prosperity Financial Group, Inc.: IBM position timeline

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

Prosperity Financial Group, Inc. held 1,834 IBM 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 1,834 shares
    Change vs previous 13F -301 shares

    0.16% of the 13F portfolio, value $515,967.

    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 2,135 shares
    Change vs previous 13F -4,899 shares

    0.19% of the 13F portfolio, value $517,550.

    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 7,034 shares
    Change vs previous 13F +698 shares

    0.36% of the 13F portfolio, value $2,083,639.

    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.: 2,107 shares
    • Prosperity Wealth Management, Inc.: 4,927 shares

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

  4. period ended2025-09-30
    13F 6,336 shares
    Change vs previous 13F +1,785 shares

    0.32% of the 13F portfolio, value $1,787,772.

    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.: 2,302 shares
    • Prosperity Wealth Management, Inc.: 4,034 shares

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

  5. period ended2025-06-30
    13F 4,551 shares
    Change vs previous 13F +430 shares

    0.27% of the 13F portfolio, value $1,341,625.

    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.: 2,303 shares
    • Prosperity Wealth Management, Inc.: 2,248 shares

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

  6. period ended2025-03-31
    13F 4,121 shares
    Change vs previous 13F +936 shares

    0.25% of the 13F portfolio, value $1,024,656.

    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.: 2,431 shares
    • Prosperity Wealth Management, Inc.: 1,690 shares

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

  7. period ended2024-12-31
    13F 3,185 shares
    Change vs previous 13F -11 shares

    0.16% of the 13F portfolio, value $700,125.

    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.: 1,510 shares
    • Prosperity Wealth Management, Inc.: 1,675 shares

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

  8. period ended2024-09-30
    13F 3,196 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $706,545.

    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.: 1,485 shares
    • Prosperity Wealth Management, Inc.: 1,711 shares

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