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Disclosery

Prosperity Financial Group, Inc.: OEF position timeline

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

Prosperity Financial Group, Inc. held 2,388 OEF 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 2,388 shares
    Change vs previous 13F -197 shares

    0.27% of the 13F portfolio, value $819,012.

    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 ended2025-09-30
    13F 2,585 shares
    Change vs previous 13F -42 shares

    0.29% of the 13F portfolio, value $860,391.

    13F-HR 0001172661-25-004927 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).

  3. period ended2025-06-30
    13F 2,627 shares
    Change vs previous 13F -1,520 shares

    0.3% of the 13F portfolio, value $799,527.

    13F-HR 0001172661-25-002873 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).

  4. period ended2025-03-31
    13F 4,147 shares
    Change vs previous 13F -2,745 shares

    0.53% of the 13F portfolio, value $1,123,132.

    13F-HR 0001172661-25-001514 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).

  5. period ended2024-12-31
    13F 6,892 shares
    Change vs previous 13F +562 shares

    0.82% of the 13F portfolio, value $1,990,766.

    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).

  6. period ended2024-09-30
    13F 6,330 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,751,897.

    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).