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Prosperity Financial Group, Inc.: RDVI position timeline

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

Prosperity Financial Group, Inc. held 161,312 RDVI 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 161,312 shares
    Change vs previous 13F +4,857 shares

    1.47% of the 13F portfolio, value $4,742,577.

    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 156,455 shares
    Change vs previous 13F +4,358 shares

    1.48% of the 13F portfolio, value $3,997,432.

    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 152,097 shares
    Change vs previous 13F -3,182 shares

    1.44% of the 13F portfolio, value $3,991,033.

    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 155,279 shares
    Change vs previous 13F +14,390 shares

    1.47% of the 13F portfolio, value $4,013,967.

    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 140,889 shares
    Change vs previous 13F +10,765 shares

    1.48% of the 13F portfolio, value $3,481,374.

    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 130,124 shares
    Change vs previous 13F +27,951 shares

    1.54% of the 13F portfolio, value $3,086,541.

    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 102,173 shares
    Change vs previous 13F -2,308 shares

    1.24% of the 13F portfolio, value $2,476,681.

    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 104,481 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,574,403.

    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).