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Disclosery

Prosperity Financial Group, Inc.: SPBO position timeline

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

Prosperity Financial Group, Inc. held 16,244 SPBO 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 16,244 shares
    Change vs previous 13F -543 shares

    0.16% of the 13F portfolio, value $476,611.

    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 16,787 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $497,423.

    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 not available

    0.18% of the 13F portfolio, value $490,312.

    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).