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Prosperity Financial Group, Inc.: IOO position timeline

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

Prosperity Financial Group, Inc. held 4,885 IOO 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 4,885 shares
    Change vs previous 13F -176 shares

    0.21% of the 13F portfolio, value $618,803.

    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 5,061 shares
    Change vs previous 13F -271 shares

    0.21% of the 13F portfolio, value $607,490.

    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 5,332 shares
    Change vs previous 13F -81 shares

    0.21% of the 13F portfolio, value $574,855.

    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 5,413 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $521,174.

    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).