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Prosperity Financial Group, Inc.: SHLD position timeline

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

Prosperity Financial Group, Inc. held 34,758 SHLD 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 34,758 shares
    Change vs previous 13F +1,401 shares

    0.64% of the 13F portfolio, value $2,075,400.

    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 33,357 shares
    Change vs previous 13F -4,217 shares

    0.87% of the 13F portfolio, value $2,363,010.

    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 37,574 shares
    Change vs previous 13F +705 shares

    0.42% of the 13F portfolio, value $2,434,409.

    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.: 23,564 shares
    • Prosperity Wealth Management, Inc.: 14,010 shares

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

  4. period ended2025-09-30
    13F 36,869 shares
    Change vs previous 13F +3,122 shares

    0.46% of the 13F portfolio, value $2,589,678.

    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.: 23,243 shares
    • Prosperity Wealth Management, Inc.: 13,626 shares

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

  5. period ended2025-06-30
    13F 33,747 shares
    Change vs previous 13F +2,238 shares

    0.4% of the 13F portfolio, value $2,033,276.

    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.: 23,105 shares
    • Prosperity Wealth Management, Inc.: 10,642 shares

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

  6. period ended2025-03-31
    13F 31,509 shares
    Change vs previous 13F +7,620 shares

    0.35% of the 13F portfolio, value $1,466,753.

    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.: 23,041 shares
    • Prosperity Wealth Management, Inc.: 8,468 shares

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

  7. period ended2024-12-31
    13F 23,889 shares
    Change vs previous 13F -162 shares

    0.2% of the 13F portfolio, value $893,688.

    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.: 17,068 shares
    • Prosperity Wealth Management, Inc.: 6,821 shares

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

  8. period ended2024-09-30
    13F 24,051 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $895,418.

    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.: 17,197 shares
    • Prosperity Wealth Management, Inc.: 6,854 shares

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