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Disclosery

Prosperity Financial Group, Inc.: PTY position timeline

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

Prosperity Financial Group, Inc. held 73,662 PTY shares at 2025-12-31 per its 13F-HR filed 2026-03-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 73,662 shares
    Change vs previous 13F -22,118 shares

    0.32% of the 13F portfolio, value $950,240.

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

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

  2. period ended2025-09-30
    13F 95,780 shares
    Change vs previous 13F +22,830 shares

    0.47% of the 13F portfolio, value $1,383,063.

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

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

  3. period ended2025-06-30
    13F 72,950 shares
    Change vs previous 13F -3,257 shares

    0.38% of the 13F portfolio, value $1,014,735.

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

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

  4. period ended2025-03-31
    13F 76,207 shares
    Change vs previous 13F +4,203 shares

    0.52% of the 13F portfolio, value $1,101,953.

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

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

  5. period ended2024-12-31
    13F 72,004 shares
    Change vs previous 13F -3,261 shares

    0.43% of the 13F portfolio, value $1,034,697.

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

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

  6. period ended2024-09-30
    13F 75,265 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,083,063.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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