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Disclosery

Prosperity Financial Group, Inc.: LOCO position timeline

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

Prosperity Financial Group, Inc. held 62,700 LOCO shares at 2025-12-31 per its 13F-HR filed 2026-03-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 62,700 shares
    Change vs previous 13F +62,700 shares

    0.22% of the 13F portfolio, value $655,842.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -21,700 shares

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, 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.

  3. period ended2024-09-30
    13F 21,700 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $297,290.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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