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Prosperity Financial Group, Inc.: SSO position timeline

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

Prosperity Financial Group, Inc. held 14,641 SSO 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 14,641 shares
    Change vs previous 13F +7,305 shares

    0.28% of the 13F portfolio, value $848,015.

    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 7,336 shares
    Change vs previous 13F -20,898 shares

    0.28% of the 13F portfolio, value $822,652.

    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 28,234 shares
    Change vs previous 13F +12,492 shares

    1.02% of the 13F portfolio, value $2,759,026.

    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 15,742 shares
    Change vs previous 13F -31,796 shares

    0.61% of the 13F portfolio, value $1,303,123.

    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 47,538 shares
    Change vs previous 13F -127,682 shares

    1.81% of the 13F portfolio, value $4,397,740.

    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 175,220 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $15,799,587.

    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).