Prosperity Financial Group, Inc.: SECR position timeline

Prosperity Financial Group, Inc. held 43,152 SECR 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 43,152 shares

   Change vs previous 13F +6,533 shares

   0.34% of the 13F portfolio, value $1,095,133.

   13F-HR 0001172661-26-002838 filed by Prosperity Financial Group, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 36,619 shares

   Change vs previous 13F +12,623 shares

   0.35% of the 13F portfolio, value $939,318.

   13F-HR 0001172661-26-001809 filed by Prosperity Financial Group, Inc.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,996 shares

   Change vs previous 13F +3,237 shares

   0.22% of the 13F portfolio, value $617,491.

   13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 20,759 shares

   Change vs previous 13F +12,899 shares

   0.2% of the 13F portfolio, value $543,466.

   13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,860 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $205,503.

   13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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