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Disclosery

Prosperity Financial Group, Inc.: SMH position timeline

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

Prosperity Financial Group, Inc. held 3,720 SMH 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 3,720 shares
    Change vs previous 13F +667 shares

    0.45% of the 13F portfolio, value $1,339,644.

    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 3,053 shares
    Change vs previous 13F +477 shares

    0.34% of the 13F portfolio, value $996,571.

    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 2,576 shares
    Change vs previous 13F -373 shares

    0.27% of the 13F portfolio, value $718,282.

    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 2,949 shares
    Change vs previous 13F -2,043 shares

    0.29% of the 13F portfolio, value $623,539.

    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 4,992 shares
    Change vs previous 13F -1,835 shares

    0.5% of the 13F portfolio, value $1,208,815.

    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 6,827 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,675,625.

    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).