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Prosperity Financial Group, Inc.: PTRB position timeline

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

Prosperity Financial Group, Inc. held 109,357 PTRB 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 109,357 shares
    Change vs previous 13F +2,021 shares

    1.41% of the 13F portfolio, value $4,533,970.

    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 107,336 shares
    Change vs previous 13F +5,233 shares

    1.65% of the 13F portfolio, value $4,455,528.

    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 102,103 shares
    Change vs previous 13F +15,057 shares

    1.55% of the 13F portfolio, value $4,292,389.

    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 87,046 shares
    Change vs previous 13F +15,465 shares

    1.35% of the 13F portfolio, value $3,673,345.

    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 71,581 shares
    Change vs previous 13F +2,899 shares

    1.27% of the 13F portfolio, value $2,994,240.

    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 68,682 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,866,786.

    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).