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Prosperity Financial Group, Inc.: IWF position timeline

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

Prosperity Financial Group, Inc. held 2,260 IWF 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 2,260 shares
    Change vs previous 13F +1,695 shares

    0.09% of the 13F portfolio, value $280,631.

    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 565 shares
    Change vs previous 13F -2,485 shares

    0.09% of the 13F portfolio, value $240,939.

    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 3,050 shares
    Change vs previous 13F -18 shares

    0.25% of the 13F portfolio, value $1,443,591.

    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.: 565 shares
    • Prosperity Wealth Management, Inc.: 2,485 shares

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

  4. period ended2025-09-30
    13F 3,068 shares
    Change vs previous 13F +24 shares

    0.25% of the 13F portfolio, value $1,437,107.

    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.: 583 shares
    • Prosperity Wealth Management, Inc.: 2,485 shares

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

  5. period ended2025-06-30
    13F 3,044 shares
    Change vs previous 13F +67 shares

    0.26% of the 13F portfolio, value $1,292,445.

    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.: 584 shares
    • Prosperity Wealth Management, Inc.: 2,460 shares

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

  6. period ended2025-03-31
    13F 2,977 shares
    Change vs previous 13F -145 shares

    0.26% of the 13F portfolio, value $1,074,984.

    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.: 565 shares
    • Prosperity Wealth Management, Inc.: 2,412 shares

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

  7. period ended2024-12-31
    13F 3,122 shares
    Change vs previous 13F +22 shares

    0.28% of the 13F portfolio, value $1,253,754.

    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.: 710 shares
    • Prosperity Wealth Management, Inc.: 2,412 shares

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

  8. period ended2024-09-30
    13F 3,100 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,163,699.

    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.: 688 shares
    • Prosperity Wealth Management, Inc.: 2,412 shares

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