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Disclosery

Prosperity Financial Group, Inc.: PG position timeline

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

Prosperity Financial Group, Inc. held 3,555 PG 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 3,555 shares
    Change vs previous 13F -288 shares

    0.16% of the 13F portfolio, value $521,428.

    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 3,843 shares
    Change vs previous 13F -2,177 shares

    0.21% of the 13F portfolio, value $555,113.

    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 6,020 shares
    Change vs previous 13F -11,788 shares

    0.15% of the 13F portfolio, value $862,718.

    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.: 3,740 shares
    • Prosperity Wealth Management, Inc.: 2,280 shares

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

  4. period ended2025-09-30
    13F 17,808 shares
    Change vs previous 13F -472 shares

    0.48% of the 13F portfolio, value $2,736,432.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,885 shares
    • Prosperity Wealth Management, Inc.: 13,923 shares

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

  5. period ended2025-06-30
    13F 18,280 shares
    Change vs previous 13F -407 shares

    0.58% of the 13F portfolio, value $2,912,420.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,880 shares
    • Prosperity Wealth Management, Inc.: 14,400 shares

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

  6. period ended2025-03-31
    13F 18,687 shares
    Change vs previous 13F -246 shares

    0.77% of the 13F portfolio, value $3,184,629.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 4,244 shares
    • Prosperity Wealth Management, Inc.: 14,443 shares

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

  7. period ended2024-12-31
    13F 18,933 shares
    Change vs previous 13F +105 shares

    0.72% of the 13F portfolio, value $3,174,179.

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 4,185 shares
    • Prosperity Wealth Management, Inc.: 14,748 shares

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

  8. period ended2024-09-30
    13F 18,828 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,261,039.

    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.: 4,078 shares
    • Prosperity Wealth Management, Inc.: 14,750 shares

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