Skip to content
Disclosery

Prosperity Financial Group, Inc.: SDVY position timeline

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

Prosperity Financial Group, Inc. held 20,548 SDVY 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 20,548 shares
    Change vs previous 13F +1,241 shares

    0.27% of the 13F portfolio, value $886,475.

    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 19,307 shares
    Change vs previous 13F -2,626 shares

    0.28% of the 13F portfolio, value $761,282.

    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 21,933 shares
    Change vs previous 13F -860 shares

    0.15% of the 13F portfolio, value $840,457.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 15,881 shares
    • Prosperity Wealth Management, Inc.: 6,052 shares

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

  4. period ended2025-09-30
    13F 22,793 shares
    Change vs previous 13F -2,286 shares

    0.15% of the 13F portfolio, value $866,616.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 15,673 shares
    • Prosperity Wealth Management, Inc.: 7,120 shares

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

  5. period ended2025-06-30
    13F 25,079 shares
    Change vs previous 13F +1,002 shares

    0.18% of the 13F portfolio, value $884,776.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 16,883 shares
    • Prosperity Wealth Management, Inc.: 8,196 shares

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

  6. period ended2025-03-31
    13F 24,077 shares
    Change vs previous 13F +1,139 shares

    0.2% of the 13F portfolio, value $806,596.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 15,280 shares
    • Prosperity Wealth Management, Inc.: 8,797 shares

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

  7. period ended2024-12-31
    13F 22,938 shares
    Change vs previous 13F -22,910 shares

    0.19% of the 13F portfolio, value $822,328.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 12,715 shares
    • Prosperity Wealth Management, Inc.: 10,223 shares

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

  8. period ended2024-09-30
    13F 45,848 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,667,960.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 35,581 shares
    • Prosperity Wealth Management, Inc.: 10,267 shares

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