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Disclosery

Prosperity Financial Group, Inc.: JPEF position timeline

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

Prosperity Financial Group, Inc. held 12,702 JPEF 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 12,702 shares
    Change vs previous 13F +99 shares

    0.32% of the 13F portfolio, value $1,020,354.

    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 12,603 shares
    Change vs previous 13F -262 shares

    0.33% of the 13F portfolio, value $905,016.

    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 12,865 shares
    Change vs previous 13F -524 shares

    0.35% of the 13F portfolio, value $960,848.

    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 13,389 shares
    Change vs previous 13F +2,037 shares

    0.36% of the 13F portfolio, value $991,991.

    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 11,352 shares
    Change vs previous 13F +509 shares

    0.34% of the 13F portfolio, value $796,229.

    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 10,843 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $690,265.

    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).