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Prosperity Financial Group, Inc.: ISPY position timeline

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

Prosperity Financial Group, Inc. held 155,650 ISPY 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 155,650 shares
    Change vs previous 13F +5,092 shares

    2.32% of the 13F portfolio, value $7,500,797.

    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 150,558 shares
    Change vs previous 13F +7,086 shares

    2.41% of the 13F portfolio, value $6,526,687.

    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 143,472 shares
    Change vs previous 13F +31,217 shares

    2.36% of the 13F portfolio, value $6,546,625.

    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 112,255 shares
    Change vs previous 13F -6,237 shares

    1.86% of the 13F portfolio, value $5,063,863.

    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 118,492 shares
    Change vs previous 13F +4,731 shares

    2.14% of the 13F portfolio, value $5,027,611.

    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 113,761 shares
    Change vs previous 13F +32,124 shares

    2.39% of the 13F portfolio, value $4,788,190.

    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 81,637 shares
    Change vs previous 13F +5,478 shares

    1.81% of the 13F portfolio, value $3,615,717.

    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 76,159 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,413,464.

    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).