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Prosperity Financial Group, Inc.: SCHG position timeline

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

Prosperity Financial Group, Inc. held 749,659 SCHG 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 749,659 shares
    Change vs previous 13F +26,558 shares

    8.14% of the 13F portfolio, value $24,453,880.

    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 723,101 shares
    Change vs previous 13F +28,523 shares

    7.83% of the 13F portfolio, value $23,074,161.

    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 694,578 shares
    Change vs previous 13F +75,566 shares

    7.52% of the 13F portfolio, value $20,288,635.

    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 619,012 shares
    Change vs previous 13F +93,007 shares

    7.29% of the 13F portfolio, value $15,500,059.

    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 526,005 shares
    Change vs previous 13F +414,422 shares

    6.04% of the 13F portfolio, value $14,659,760.

    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 111,583 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $11,624,741.

    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).