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Disclosery

Prosperity Financial Group, Inc.: SCHQ position timeline

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

Prosperity Financial Group, Inc. held 0 SCHQ shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -36,432 shares

    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).

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

  2. period ended2025-06-30
    13F 36,432 shares
    Change vs previous 13F +3,462 shares

    0.43% of the 13F portfolio, value $1,161,811.

    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).

  3. period ended2025-03-31
    13F 32,970 shares
    Change vs previous 13F +6,162 shares

    0.51% of the 13F portfolio, value $1,080,100.

    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).

  4. period ended2024-12-31
    13F 26,808 shares
    Change vs previous 13F -4,407 shares

    0.35% of the 13F portfolio, value $842,584.

    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).

  5. period ended2024-09-30
    13F 31,215 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,092,196.

    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).