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Disclosery

Prosperity Financial Group, Inc.: KO position timeline

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

Prosperity Financial Group, Inc. held 3,383 KO 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 3,383 shares
    Change vs previous 13F -554 shares

    0.09% of the 13F portfolio, value $274,970.

    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 3,937 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $299,431.

    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 3,823 shares
    Change vs previous 13F -134 shares

    0.1% of the 13F portfolio, value $267,286.

    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 3,957 shares
    Change vs previous 13F +148 shares

    0.1% of the 13F portfolio, value $262,491.

    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 3,809 shares
    Change vs previous 13F -354 shares

    0.11% of the 13F portfolio, value $269,475.

    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 4,163 shares
    Change vs previous 13F +779 shares

    0.15% of the 13F portfolio, value $298,134.

    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 3,384 shares
    Change vs previous 13F -2,379 shares

    0.11% of the 13F portfolio, value $210,672.

    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.: 3,384 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  8. period ended2024-09-30
    13F 5,763 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $414,097.

    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.: 2,910 shares
    • Prosperity Wealth Management, Inc.: 2,853 shares

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