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Disclosery

Prosperity Financial Group, Inc.: SMIZ position timeline

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

Prosperity Financial Group, Inc. held 51,779 SMIZ 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 51,779 shares
    Change vs previous 13F +540 shares

    0.72% of the 13F portfolio, value $2,310,409.

    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 51,239 shares
    Change vs previous 13F -2,023 shares

    0.7% of the 13F portfolio, value $1,899,417.

    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 53,262 shares
    Change vs previous 13F -133 shares

    0.71% of the 13F portfolio, value $1,970,161.

    13F-HR 0001172661-26-000306 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).

  4. period ended2025-09-30
    13F 53,395 shares
    Change vs previous 13F +26 shares

    0.73% of the 13F portfolio, value $1,994,303.

    13F-HR 0001172661-25-005010 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).

  5. period ended2025-06-30
    13F 53,369 shares
    Change vs previous 13F -484 shares

    0.77% of the 13F portfolio, value $1,808,675.

    13F-HR 0001172661-25-002815 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).

  6. period ended2025-03-31
    13F 53,853 shares
    Change vs previous 13F -50,181 shares

    0.81% of the 13F portfolio, value $1,629,398.

    13F-HR 0001172661-25-002250 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).

  7. period ended2024-12-31
    13F 104,034 shares
    Change vs previous 13F +4,021 shares

    1.73% of the 13F portfolio, value $3,451,775.

    13F-HR 0001172661-25-000590 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).

  8. period ended2024-09-30
    13F 100,013 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,310,210.

    13F-HR 0001172661-24-004592 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).