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Prosperity Financial Group, Inc.: IJH position timeline

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

Prosperity Financial Group, Inc. held 6,348 IJH shares at 2025-12-31 per its 13F-HR filed 2026-03-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,348 shares
    Change vs previous 13F -222 shares

    0.14% of the 13F portfolio, value $418,943.

    13F-HR 0001172661-26-001360 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).

  2. period ended2025-09-30
    13F 6,570 shares
    Change vs previous 13F +170 shares

    0.15% of the 13F portfolio, value $428,791.

    13F-HR 0001172661-25-004927 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).

  3. period ended2025-06-30
    13F 6,400 shares
    Change vs previous 13F -20,931 shares

    0.15% of the 13F portfolio, value $396,954.

    13F-HR 0001172661-25-002873 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).

  4. period ended2025-03-31
    13F 27,331 shares
    Change vs previous 13F -42,668 shares

    0.75% of the 13F portfolio, value $1,594,764.

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

    • Prosperity Financial Group, Inc.: 0 shares
    • Prosperity Wealth Management, Inc.: 27,331 shares

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

  5. period ended2024-12-31
    13F 69,999 shares
    Change vs previous 13F +4,259 shares

    0.99% of the 13F portfolio, value $4,361,637.

    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.: 34,991 shares
    • Prosperity Wealth Management, Inc.: 35,008 shares

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

  6. period ended2024-09-30
    13F 65,740 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,096,919.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 33,268 shares
    • Prosperity Wealth Management, Inc.: 32,472 shares

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