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Prosperity Financial Group, Inc.: SPY position timeline

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

Prosperity Financial Group, Inc. held 2,696 SPY 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 2,696 shares
    Change vs previous 13F -9 shares

    0.62% of the 13F portfolio, value $2,013,723.

    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 2,705 shares
    Change vs previous 13F -1,474 shares

    0.65% of the 13F portfolio, value $1,759,403.

    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 4,179 shares
    Change vs previous 13F -73 shares

    0.49% of the 13F portfolio, value $2,850,235.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,788 shares
    • Prosperity Wealth Management, Inc.: 1,391 shares

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

  4. period ended2025-09-30
    13F 4,252 shares
    Change vs previous 13F +395 shares

    0.5% of the 13F portfolio, value $2,832,808.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,964 shares
    • Prosperity Wealth Management, Inc.: 1,288 shares

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

  5. period ended2025-06-30
    13F 3,857 shares
    Change vs previous 13F -427 shares

    0.47% of the 13F portfolio, value $2,383,191.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,858 shares
    • Prosperity Wealth Management, Inc.: 999 shares

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

  6. period ended2025-03-31
    13F 4,284 shares
    Change vs previous 13F +497 shares

    0.58% of the 13F portfolio, value $2,396,497.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,971 shares
    • Prosperity Wealth Management, Inc.: 1,313 shares

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

  7. period ended2024-12-31
    13F 3,787 shares
    Change vs previous 13F +179 shares

    0.5% of the 13F portfolio, value $2,219,497.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 3,074 shares
    • Prosperity Wealth Management, Inc.: 713 shares

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

  8. period ended2024-09-30
    13F 3,608 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,070,081.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,811 shares
    • Prosperity Wealth Management, Inc.: 797 shares

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