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Prosperity Financial Group, Inc.: SPYM position timeline

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

Prosperity Financial Group, Inc. held 21,722 SPYM 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 21,722 shares
    Change vs previous 13F +651 shares

    0.59% of the 13F portfolio, value $1,908,961.

    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 21,071 shares
    Change vs previous 13F -3,053 shares

    0.6% of the 13F portfolio, value $1,612,774.

    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 24,124 shares
    Change vs previous 13F +947 shares

    0.33% of the 13F portfolio, value $1,935,233.

    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.: 20,289 shares
    • Prosperity Wealth Management, Inc.: 3,835 shares

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

  4. period ended2025-09-30
    13F 23,177 shares
    Change vs previous 13F +1,518 shares

    0.32% of the 13F portfolio, value $1,815,686.

    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.: 19,369 shares
    • Prosperity Wealth Management, Inc.: 3,808 shares

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

  5. period ended2025-06-30
    13F 21,659 shares
    Change vs previous 13F +1,445 shares

    0.31% of the 13F portfolio, value $1,574,405.

    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.: 17,851 shares
    • Prosperity Wealth Management, Inc.: 3,808 shares

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

  6. period ended2025-03-31
    13F 20,214 shares
    Change vs previous 13F +587 shares

    0.32% of the 13F portfolio, value $1,329,285.

    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.: 16,406 shares
    • Prosperity Wealth Management, Inc.: 3,808 shares

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

  7. period ended2024-12-31
    13F 19,627 shares
    Change vs previous 13F -2,038 shares

    0.31% of the 13F portfolio, value $1,353,097.

    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.: 15,819 shares
    • Prosperity Wealth Management, Inc.: 3,808 shares

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

  8. period ended2024-09-30
    13F 21,665 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,462,615.

    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.: 17,857 shares
    • Prosperity Wealth Management, Inc.: 3,808 shares

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