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Disclosery

Prosperity Financial Group, Inc.: TOST position timeline

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

Prosperity Financial Group, Inc. held 22,218 TOST 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 22,218 shares
    Change vs previous 13F +609 shares

    0.19% of the 13F portfolio, value $618,105.

    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 21,609 shares
    Change vs previous 13F -13,422 shares

    0.21% of the 13F portfolio, value $572,855.

    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 35,031 shares
    Change vs previous 13F +3,738 shares

    0.22% of the 13F portfolio, value $1,243,951.

    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.: 20,831 shares
    • Prosperity Wealth Management, Inc.: 14,200 shares

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

  4. period ended2025-09-30
    13F 31,293 shares
    Change vs previous 13F +12,892 shares

    0.2% of the 13F portfolio, value $1,142,507.

    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.: 19,293 shares
    • Prosperity Wealth Management, Inc.: 12,000 shares

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

  5. period ended2025-06-30
    13F 18,401 shares
    Change vs previous 13F -8,581 shares

    0.35% of the 13F portfolio, value $814,980.

    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.: 18,401 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 26,982 shares
    Change vs previous 13F +18,197 shares

    0.22% of the 13F portfolio, value $894,993.

    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.: 18,217 shares
    • Prosperity Wealth Management, Inc.: 8,765 shares

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

  7. period ended2024-12-31
    13F 8,785 shares
    Change vs previous 13F +8,785 shares

    0.13% of the 13F portfolio, value $320,213.

    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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.