Skip to content
Disclosery

Prosperity Financial Group, Inc.: PGRO position timeline

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

Prosperity Financial Group, Inc. held 92,024 PGRO 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 92,024 shares
    Change vs previous 13F +2,425 shares

    1.36% of the 13F portfolio, value $4,385,881.

    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 89,599 shares
    Change vs previous 13F -42,153 shares

    1.33% of the 13F portfolio, value $3,609,958.

    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 131,752 shares
    Change vs previous 13F -677 shares

    2.12% of the 13F portfolio, value $5,882,248.

    13F-HR 0001172661-26-000306 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).

  4. period ended2025-09-30
    13F 132,429 shares
    Change vs previous 13F +5,163 shares

    2.16% of the 13F portfolio, value $5,886,765.

    13F-HR 0001172661-25-005010 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).

  5. period ended2025-06-30
    13F 127,266 shares
    Change vs previous 13F +3,134 shares

    2.23% of the 13F portfolio, value $5,228,780.

    13F-HR 0001172661-25-002815 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).

  6. period ended2025-03-31
    13F 124,132 shares
    Change vs previous 13F +7,835 shares

    2.14% of the 13F portfolio, value $4,296,217.

    13F-HR 0001172661-25-002250 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).

  7. period ended2024-12-31
    13F 116,297 shares
    Change vs previous 13F +4,108 shares

    2.26% of the 13F portfolio, value $4,510,962.

    13F-HR 0001172661-25-000590 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).

  8. period ended2024-09-30
    13F 112,189 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,046,644.

    13F-HR 0001172661-24-004592 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).