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Prosperity Financial Group, Inc.: META position timeline

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

Prosperity Financial Group, Inc. held 5,287 META 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 5,287 shares
    Change vs previous 13F +594 shares

    0.92% of the 13F portfolio, value $2,978,155.

    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 4,693 shares
    Change vs previous 13F -4,124 shares

    0.99% of the 13F portfolio, value $2,684,909.

    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 8,817 shares
    Change vs previous 13F +720 shares

    1.01% of the 13F portfolio, value $5,819,753.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 4,568 shares
    • Prosperity Wealth Management, Inc.: 4,249 shares

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

  4. period ended2025-09-30
    13F 8,097 shares
    Change vs previous 13F -274 shares

    1.05% of the 13F portfolio, value $5,946,693.

    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.: 4,111 shares
    • Prosperity Wealth Management, Inc.: 3,986 shares

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

  5. period ended2025-06-30
    13F 8,371 shares
    Change vs previous 13F +439 shares

    1.22% of the 13F portfolio, value $6,178,799.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,822 shares
    • Prosperity Wealth Management, Inc.: 4,549 shares

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

  6. period ended2025-03-31
    13F 7,932 shares
    Change vs previous 13F +930 shares

    1.11% of the 13F portfolio, value $4,571,742.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,615 shares
    • Prosperity Wealth Management, Inc.: 4,317 shares

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

  7. period ended2024-12-31
    13F 7,002 shares
    Change vs previous 13F +679 shares

    0.93% of the 13F portfolio, value $4,099,611.

    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.: 3,597 shares
    • Prosperity Wealth Management, Inc.: 3,405 shares

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

  8. period ended2024-09-30
    13F 6,323 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,619,316.

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

    • Prosperity Financial Group, Inc.: 3,146 shares
    • Prosperity Wealth Management, Inc.: 3,177 shares

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