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Disclosery

Prosperity Financial Group, Inc.: PANW position timeline

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

Prosperity Financial Group, Inc. held 2,033 PANW 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 2,033 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $374,479.

    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 2,047 shares
    Change vs previous 13F +502 shares

    0.14% of the 13F portfolio, value $416,810.

    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 1,545 shares
    Change vs previous 13F -348 shares

    0.12% of the 13F portfolio, value $316,169.

    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 1,893 shares
    Change vs previous 13F -2,357 shares

    0.15% of the 13F portfolio, value $323,022.

    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 4,250 shares
    Change vs previous 13F +879 shares

    0.32% of the 13F portfolio, value $773,330.

    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 3,371 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,152,208.

    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).