Skip to content
Disclosery

Prosperity Financial Group, Inc.: QQQ position timeline

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

Prosperity Financial Group, Inc. held 0 QQQ shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -20,341 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 20,341 shares
    Change vs previous 13F +243 shares

    2.16% of the 13F portfolio, value $12,495,525.

    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.: 340 shares
    • Prosperity Wealth Management, Inc.: 20,001 shares

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

  3. period ended2025-09-30
    13F 20,098 shares
    Change vs previous 13F -511 shares

    2.13% of the 13F portfolio, value $12,066,594.

    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.: 688 shares
    • Prosperity Wealth Management, Inc.: 19,410 shares

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

  4. period ended2025-06-30
    13F 20,609 shares
    Change vs previous 13F -1,175 shares

    2.25% of the 13F portfolio, value $11,368,760.

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

    • Prosperity Financial Group, Inc.: 735 shares
    • Prosperity Wealth Management, Inc.: 19,874 shares

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

  5. period ended2025-03-31
    13F 21,784 shares
    Change vs previous 13F -17,189 shares

    2.47% of the 13F portfolio, value $10,214,950.

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

    • Prosperity Financial Group, Inc.: 732 shares
    • Prosperity Wealth Management, Inc.: 21,052 shares

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

  6. period ended2024-12-31
    13F 38,973 shares
    Change vs previous 13F +13,599 shares

    4.5% of the 13F portfolio, value $19,924,163.

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

    • Prosperity Financial Group, Inc.: 960 shares
    • Prosperity Wealth Management, Inc.: 38,013 shares

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

  7. period ended2024-09-30
    13F 25,374 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $12,384,483.

    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).