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Prosperity Financial Group, Inc.: PLTR position timeline

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

Prosperity Financial Group, Inc. held 24,494 PLTR 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 24,494 shares
    Change vs previous 13F +19 shares

    0.89% of the 13F portfolio, value $2,857,715.

    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 24,475 shares
    Change vs previous 13F -27,540 shares

    1.32% of the 13F portfolio, value $3,580,203.

    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 52,015 shares
    Change vs previous 13F -385 shares

    1.6% of the 13F portfolio, value $9,245,667.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 24,485 shares
    • Prosperity Wealth Management, Inc.: 27,530 shares

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

  4. period ended2025-09-30
    13F 52,400 shares
    Change vs previous 13F -3,899 shares

    1.69% of the 13F portfolio, value $9,558,808.

    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.: 26,109 shares
    • Prosperity Wealth Management, Inc.: 26,291 shares

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

  5. period ended2025-06-30
    13F 56,299 shares
    Change vs previous 13F +2,653 shares

    1.52% of the 13F portfolio, value $7,674,680.

    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.: 32,061 shares
    • Prosperity Wealth Management, Inc.: 24,238 shares

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

  6. period ended2025-03-31
    13F 53,646 shares
    Change vs previous 13F +7,674 shares

    1.1% of the 13F portfolio, value $4,527,722.

    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.: 33,093 shares
    • Prosperity Wealth Management, Inc.: 20,553 shares

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

  7. period ended2024-12-31
    13F 45,972 shares
    Change vs previous 13F -18,149 shares

    0.79% of the 13F portfolio, value $3,476,862.

    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.: 37,340 shares
    • Prosperity Wealth Management, Inc.: 8,632 shares

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

  8. period ended2024-09-30
    13F 64,121 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,385,302.

    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.: 47,103 shares
    • Prosperity Wealth Management, Inc.: 17,018 shares

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