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Prosperity Financial Group, Inc.: SHOP position timeline

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

Prosperity Financial Group, Inc. held 4,346 SHOP 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 4,346 shares
    Change vs previous 13F +1,893 shares

    0.15% of the 13F portfolio, value $496,226.

    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 2,453 shares
    Change vs previous 13F -8,205 shares

    0.11% of the 13F portfolio, value $290,975.

    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 10,658 shares
    Change vs previous 13F -5,755 shares

    0.3% of the 13F portfolio, value $1,715,619.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,448 shares
    • Prosperity Wealth Management, Inc.: 8,210 shares

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

  4. period ended2025-09-30
    13F 16,413 shares
    Change vs previous 13F +612 shares

    0.43% of the 13F portfolio, value $2,439,136.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,248 shares
    • Prosperity Wealth Management, Inc.: 14,165 shares

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

  5. period ended2025-06-30
    13F 15,801 shares
    Change vs previous 13F +1,751 shares

    0.36% of the 13F portfolio, value $1,822,645.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,201 shares
    • Prosperity Wealth Management, Inc.: 13,600 shares

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

  6. period ended2025-03-31
    13F 14,050 shares
    Change vs previous 13F +1,360 shares

    0.32% of the 13F portfolio, value $1,341,494.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,260 shares
    • Prosperity Wealth Management, Inc.: 11,790 shares

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

  7. period ended2024-12-31
    13F 12,690 shares
    Change vs previous 13F -6,190 shares

    0.31% of the 13F portfolio, value $1,349,327.

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,310 shares
    • Prosperity Wealth Management, Inc.: 10,380 shares

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

  8. period ended2024-09-30
    13F 18,880 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,513,043.

    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).