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Prosperity Financial Group, Inc.: SPHQ position timeline

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

Prosperity Financial Group, Inc. held 4,531 SPHQ 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 4,531 shares
    Change vs previous 13F +60 shares

    0.13% of the 13F portfolio, value $408,326.

    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 4,471 shares
    Change vs previous 13F -1,771 shares

    0.12% of the 13F portfolio, value $336,153.

    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 6,242 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $468,476.

    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.: 2,944 shares
    • Prosperity Wealth Management, Inc.: 3,298 shares

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

  4. period ended2025-09-30
    13F 6,389 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $468,352.

    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.: 3,000 shares
    • Prosperity Wealth Management, Inc.: 3,389 shares

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

  5. period ended2025-06-30
    13F 6,380 shares
    Change vs previous 13F +2,815 shares

    0.09% of the 13F portfolio, value $454,618.

    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.: 2,817 shares
    • Prosperity Wealth Management, Inc.: 3,563 shares

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

  6. period ended2025-03-31
    13F 3,565 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $236,512.

    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).