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Disclosery

Prosperity Financial Group, Inc.: JEPI position timeline

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

Prosperity Financial Group, Inc. held 0 JEPI 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 0 shares
    Change vs previous 13F -13,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 13,200 shares
    Change vs previous 13F -17,655 shares

    0.28% of the 13F portfolio, value $748,154.

    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 30,855 shares
    Change vs previous 13F -43,770 shares

    0.31% of the 13F portfolio, value $1,766,169.

    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.: 13,471 shares
    • Prosperity Wealth Management, Inc.: 17,384 shares

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

  4. period ended2025-09-30
    13F 74,625 shares
    Change vs previous 13F -639 shares

    0.75% of the 13F portfolio, value $4,261,159.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 55,517 shares
    • Prosperity Wealth Management, Inc.: 19,108 shares

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

  5. period ended2025-06-30
    13F 75,264 shares
    Change vs previous 13F +9,405 shares

    0.85% of the 13F portfolio, value $4,278,749.

    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.: 51,640 shares
    • Prosperity Wealth Management, Inc.: 23,624 shares

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

  6. period ended2025-03-31
    13F 65,859 shares
    Change vs previous 13F +4,289 shares

    0.91% of the 13F portfolio, value $3,763,200.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 48,742 shares
    • Prosperity Wealth Management, Inc.: 17,117 shares

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

  7. period ended2024-12-31
    13F 61,570 shares
    Change vs previous 13F -11,971 shares

    0.8% of the 13F portfolio, value $3,542,119.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 44,386 shares
    • Prosperity Wealth Management, Inc.: 17,184 shares

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

  8. period ended2024-09-30
    13F 73,541 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,376,427.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 43,152 shares
    • Prosperity Wealth Management, Inc.: 30,389 shares

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