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Prosperity Financial Group, Inc.: NOW position timeline

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

Prosperity Financial Group, Inc. held 4,835 NOW 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 4,835 shares
    Change vs previous 13F +235 shares

    0.15% of the 13F portfolio, value $480,019.

    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 4,600 shares
    Change vs previous 13F -3,351 shares

    0.18% of the 13F portfolio, value $480,930.

    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 7,951 shares
    Change vs previous 13F +6,423 shares

    0.21% of the 13F portfolio, value $1,218,013.

    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.: 4,486 shares
    • Prosperity Wealth Management, Inc.: 3,465 shares

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

  4. period ended2025-09-30
    13F 1,528 shares
    Change vs previous 13F +175 shares

    0.25% of the 13F portfolio, value $1,406,188.

    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.: 840 shares
    • Prosperity Wealth Management, Inc.: 688 shares

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

  5. period ended2025-06-30
    13F 1,353 shares
    Change vs previous 13F +576 shares

    0.28% of the 13F portfolio, value $1,390,992.

    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.: 777 shares
    • Prosperity Wealth Management, Inc.: 576 shares

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

  6. period ended2025-03-31
    13F 777 shares
    Change vs previous 13F -310 shares

    0.31% of the 13F portfolio, value $618,601.

    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.: 777 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  7. period ended2024-12-31
    13F 1,087 shares
    Change vs previous 13F +436 shares

    0.26% of the 13F portfolio, value $1,152,350.

    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.: 800 shares
    • Prosperity Wealth Management, Inc.: 287 shares

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

  8. period ended2024-09-30
    13F 651 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $582,248.

    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.: 651 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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