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Prosperity Financial Group, Inc.: IVV position timeline

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

Prosperity Financial Group, Inc. held 1,398 IVV 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 1,398 shares
    Change vs previous 13F +158 shares

    0.32% of the 13F portfolio, value $1,047,014.

    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 1,240 shares
    Change vs previous 13F -2,614 shares

    0.3% of the 13F portfolio, value $809,867.

    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 3,854 shares
    Change vs previous 13F +98 shares

    0.46% of the 13F portfolio, value $2,639,255.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,359 shares
    • Prosperity Wealth Management, Inc.: 2,495 shares

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

  4. period ended2025-09-30
    13F 3,756 shares
    Change vs previous 13F +381 shares

    0.44% of the 13F portfolio, value $2,514,521.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,363 shares
    • Prosperity Wealth Management, Inc.: 2,393 shares

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

  5. period ended2025-06-30
    13F 3,375 shares
    Change vs previous 13F +212 shares

    0.42% of the 13F portfolio, value $2,096,035.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,392 shares
    • Prosperity Wealth Management, Inc.: 1,983 shares

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

  6. period ended2025-03-31
    13F 3,163 shares
    Change vs previous 13F +58 shares

    0.43% of the 13F portfolio, value $1,777,658.

    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.: 1,179 shares
    • Prosperity Wealth Management, Inc.: 1,984 shares

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

  7. period ended2024-12-31
    13F 3,105 shares
    Change vs previous 13F +49 shares

    0.41% of the 13F portfolio, value $1,828,153.

    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.: 1,206 shares
    • Prosperity Wealth Management, Inc.: 1,899 shares

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

  8. period ended2024-09-30
    13F 3,056 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,762,960.

    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.: 1,190 shares
    • Prosperity Wealth Management, Inc.: 1,866 shares

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