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Prosperity Financial Group, Inc.: PAVE position timeline

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

Prosperity Financial Group, Inc. held 53,394 PAVE 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 53,394 shares
    Change vs previous 13F -1,866 shares

    0.98% of the 13F portfolio, value $3,146,023.

    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 55,260 shares
    Change vs previous 13F -11,450 shares

    1.04% of the 13F portfolio, value $2,807,752.

    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 66,710 shares
    Change vs previous 13F +1,983 shares

    0.55% of the 13F portfolio, value $3,188,081.

    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.: 61,431 shares
    • Prosperity Wealth Management, Inc.: 5,279 shares

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

  4. period ended2025-09-30
    13F 64,727 shares
    Change vs previous 13F +6,596 shares

    0.54% of the 13F portfolio, value $3,082,986.

    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.: 59,471 shares
    • Prosperity Wealth Management, Inc.: 5,256 shares

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

  5. period ended2025-06-30
    13F 58,131 shares
    Change vs previous 13F -3,069 shares

    0.5% of the 13F portfolio, value $2,533,356.

    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.: 52,875 shares
    • Prosperity Wealth Management, Inc.: 5,256 shares

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

  6. period ended2025-03-31
    13F 61,200 shares
    Change vs previous 13F +2,413 shares

    0.56% of the 13F portfolio, value $2,309,082.

    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.: 49,591 shares
    • Prosperity Wealth Management, Inc.: 11,609 shares

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

  7. period ended2024-12-31
    13F 58,787 shares
    Change vs previous 13F +24,697 shares

    0.54% of the 13F portfolio, value $2,375,598.

    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.: 45,278 shares
    • Prosperity Wealth Management, Inc.: 13,509 shares

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

  8. period ended2024-09-30
    13F 34,090 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,403,159.

    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.: 20,532 shares
    • Prosperity Wealth Management, Inc.: 13,558 shares

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