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Prosperity Financial Group, Inc.: MSFT position timeline

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

Prosperity Financial Group, Inc. held 19,767 MSFT 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 19,767 shares
    Change vs previous 13F +83 shares

    2.29% of the 13F portfolio, value $7,373,729.

    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 19,684 shares
    Change vs previous 13F -16,035 shares

    2.69% of the 13F portfolio, value $7,286,400.

    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 35,719 shares
    Change vs previous 13F -210 shares

    2.99% of the 13F portfolio, value $17,274,360.

    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.: 19,243 shares
    • Prosperity Wealth Management, Inc.: 16,476 shares

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

  4. period ended2025-09-30
    13F 35,929 shares
    Change vs previous 13F +648 shares

    3.28% of the 13F portfolio, value $18,609,651.

    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.: 18,740 shares
    • Prosperity Wealth Management, Inc.: 17,189 shares

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

  5. period ended2025-06-30
    13F 35,281 shares
    Change vs previous 13F -1,915 shares

    3.48% of the 13F portfolio, value $17,549,417.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 18,237 shares
    • Prosperity Wealth Management, Inc.: 17,044 shares

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

  6. period ended2025-03-31
    13F 37,196 shares
    Change vs previous 13F -1,624 shares

    3.38% of the 13F portfolio, value $13,962,935.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 19,082 shares
    • Prosperity Wealth Management, Inc.: 18,114 shares

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

  7. period ended2024-12-31
    13F 38,820 shares
    Change vs previous 13F -917 shares

    3.7% of the 13F portfolio, value $16,362,613.

    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.: 19,533 shares
    • Prosperity Wealth Management, Inc.: 19,287 shares

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

  8. period ended2024-09-30
    13F 39,737 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $17,098,772.

    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.: 19,284 shares
    • Prosperity Wealth Management, Inc.: 20,453 shares

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