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Prosperity Financial Group, Inc.: SPHY position timeline

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

Prosperity Financial Group, Inc. held 223,856 SPHY 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 223,856 shares
    Change vs previous 13F -8,269 shares

    1.76% of the 13F portfolio, value $5,298,670.

    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 232,125 shares
    Change vs previous 13F +37,741 shares

    1.89% of the 13F portfolio, value $5,557,085.

    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 194,384 shares
    Change vs previous 13F -4,754 shares

    1.71% of the 13F portfolio, value $4,626,345.

    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 199,138 shares
    Change vs previous 13F +179,630 shares

    2.19% of the 13F portfolio, value $4,663,804.

    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 19,508 shares
    Change vs previous 13F +10,107 shares

    0.19% of the 13F portfolio, value $457,843.

    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 9,401 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $226,102.

    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).