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Prosperity Financial Group, Inc.: SOFI position timeline

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

Prosperity Financial Group, Inc. held 19,900 SOFI 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 19,900 shares
    Change vs previous 13F +805 shares

    0.17% of the 13F portfolio, value $520,982.

    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 19,095 shares
    Change vs previous 13F +2,315 shares

    0.17% of the 13F portfolio, value $504,490.

    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 16,780 shares
    Change vs previous 13F +5,555 shares

    0.11% of the 13F portfolio, value $305,564.

    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 11,225 shares
    Change vs previous 13F -9,825 shares

    0.06% of the 13F portfolio, value $130,547.

    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 21,050 shares
    Change vs previous 13F -6,000 shares

    0.13% of the 13F portfolio, value $324,170.

    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.: 0 shares
    • Prosperity Wealth Management, Inc.: 21,050 shares

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

  6. period ended2024-09-30
    13F 27,050 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $212,613.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,200 shares
    • Prosperity Wealth Management, Inc.: 23,850 shares

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