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Prosperity Financial Group, Inc.: SGOV position timeline

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

Prosperity Financial Group, Inc. held 12,717 SGOV 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 12,717 shares
    Change vs previous 13F -4,092 shares

    0.42% of the 13F portfolio, value $1,276,519.

    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 16,809 shares
    Change vs previous 13F -373 shares

    0.57% of the 13F portfolio, value $1,692,683.

    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 17,182 shares
    Change vs previous 13F -4,372 shares

    0.64% of the 13F portfolio, value $1,730,098.

    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 21,554 shares
    Change vs previous 13F +7,330 shares

    1.02% of the 13F portfolio, value $2,169,804.

    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 14,224 shares
    Change vs previous 13F -64 shares

    0.59% of the 13F portfolio, value $1,426,933.

    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 14,288 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,439,129.

    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).