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Disclosery

Prosperity Financial Group, Inc.: JEPQ position timeline

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

Prosperity Financial Group, Inc. held 9,603 JEPQ 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 9,603 shares
    Change vs previous 13F +275 shares

    0.18% of the 13F portfolio, value $590,213.

    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 9,328 shares
    Change vs previous 13F +248 shares

    0.19% of the 13F portfolio, value $517,869.

    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 9,080 shares
    Change vs previous 13F -46,914 shares

    0.19% of the 13F portfolio, value $527,739.

    13F-HR 0001172661-26-000306 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).

  4. period ended2025-09-30
    13F 55,994 shares
    Change vs previous 13F +1,399 shares

    1.18% of the 13F portfolio, value $3,220,780.

    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 54,595 shares
    Change vs previous 13F +3,461 shares

    1.26% of the 13F portfolio, value $2,969,989.

    13F-HR 0001172661-25-002815 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).

  6. period ended2025-03-31
    13F 51,134 shares
    Change vs previous 13F +2,950 shares

    1.32% of the 13F portfolio, value $2,647,739.

    13F-HR 0001172661-25-002250 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).

  7. period ended2024-12-31
    13F 48,184 shares
    Change vs previous 13F +3,148 shares

    1.36% of the 13F portfolio, value $2,716,624.

    13F-HR 0001172661-25-000590 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).

  8. period ended2024-09-30
    13F 45,036 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,473,833.

    13F-HR 0001172661-24-004592 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).