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Prosperity Financial Group, Inc.: ISRG position timeline

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

Prosperity Financial Group, Inc. held 2,933 ISRG 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 2,933 shares
    Change vs previous 13F +141 shares

    0.36% of the 13F portfolio, value $1,166,395.

    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 2,792 shares
    Change vs previous 13F +176 shares

    0.48% of the 13F portfolio, value $1,287,084.

    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 2,616 shares
    Change vs previous 13F +1,255 shares

    0.26% of the 13F portfolio, value $1,481,598.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,444 shares
    • Prosperity Wealth Management, Inc.: 1,172 shares

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

  4. period ended2025-09-30
    13F 1,361 shares
    Change vs previous 13F +117 shares

    0.22% of the 13F portfolio, value $608,680.

    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 1,244 shares
    Change vs previous 13F -1,524 shares

    0.29% of the 13F portfolio, value $676,002.

    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.: 1,244 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 2,768 shares
    Change vs previous 13F -94 shares

    0.33% of the 13F portfolio, value $1,370,907.

    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.: 1,204 shares
    • Prosperity Wealth Management, Inc.: 1,564 shares

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

  7. period ended2024-12-31
    13F 2,862 shares
    Change vs previous 13F +379 shares

    0.34% of the 13F portfolio, value $1,493,849.

    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.: 1,173 shares
    • Prosperity Wealth Management, Inc.: 1,689 shares

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

  8. period ended2024-09-30
    13F 2,483 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,219,824.

    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.: 918 shares
    • Prosperity Wealth Management, Inc.: 1,565 shares

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