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Prosperity Financial Group, Inc.: IUS position timeline

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

Prosperity Financial Group, Inc. held 123,101 IUS 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 123,101 shares
    Change vs previous 13F -5,685 shares

    2.34% of the 13F portfolio, value $7,036,511.

    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 128,786 shares
    Change vs previous 13F -2,224 shares

    2.41% of the 13F portfolio, value $7,110,282.

    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 131,010 shares
    Change vs previous 13F +24,037 shares

    2.5% of the 13F portfolio, value $6,746,995.

    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 106,973 shares
    Change vs previous 13F +6,062 shares

    2.48% of the 13F portfolio, value $5,280,167.

    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).

  5. period ended2024-12-31
    13F 100,911 shares
    Change vs previous 13F +2,789 shares

    2.07% of the 13F portfolio, value $5,012,270.

    13F-HR 0001172661-25-000591 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).

  6. period ended2024-09-30
    13F 98,122 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,935,536.

    13F-HR 0001172661-24-004986 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).