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Prosperity Financial Group, Inc.: SCHX position timeline

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

Prosperity Financial Group, Inc. held 970,709 SCHX 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 970,709 shares
    Change vs previous 13F +59,079 shares

    8.7% of the 13F portfolio, value $26,121,768.

    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 911,630 shares
    Change vs previous 13F +39,031 shares

    8.15% of the 13F portfolio, value $24,012,360.

    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 872,599 shares
    Change vs previous 13F +64,771 shares

    7.91% of the 13F portfolio, value $21,326,324.

    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 807,828 shares
    Change vs previous 13F +56,260 shares

    8.39% of the 13F portfolio, value $17,836,852.

    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 751,568 shares
    Change vs previous 13F +533,845 shares

    7.18% of the 13F portfolio, value $17,421,353.

    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 217,723 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $14,772,505.

    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).