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Prosperity Financial Group, Inc.: PVAL position timeline

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

Prosperity Financial Group, Inc. held 133,615 PVAL 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 133,615 shares
    Change vs previous 13F -526 shares

    2.11% of the 13F portfolio, value $6,807,721.

    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 134,141 shares
    Change vs previous 13F -18,788 shares

    2.3% of the 13F portfolio, value $6,224,138.

    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 152,929 shares
    Change vs previous 13F -16,543 shares

    2.51% of the 13F portfolio, value $6,968,957.

    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 169,472 shares
    Change vs previous 13F +6,962 shares

    2.66% of the 13F portfolio, value $7,239,849.

    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 162,510 shares
    Change vs previous 13F +12,365 shares

    2.78% of the 13F portfolio, value $6,537,776.

    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 150,145 shares
    Change vs previous 13F +14,147 shares

    2.85% of the 13F portfolio, value $5,717,507.

    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 135,998 shares
    Change vs previous 13F +2,167 shares

    2.53% of the 13F portfolio, value $5,048,262.

    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 133,831 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $5,077,561.

    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).