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Prosperity Financial Group, Inc.: TQQQ position timeline

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

Prosperity Financial Group, Inc. held 37,859 TQQQ 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 37,859 shares
    Change vs previous 13F +17,776 shares

    0.66% of the 13F portfolio, value $1,995,926.

    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 20,083 shares
    Change vs previous 13F -29,657 shares

    0.7% of the 13F portfolio, value $2,076,582.

    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 49,740 shares
    Change vs previous 13F -12,861 shares

    1.53% of the 13F portfolio, value $4,128,420.

    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 62,601 shares
    Change vs previous 13F +59,858 shares

    1.69% of the 13F portfolio, value $3,587,037.

    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 2,743 shares
    Change vs previous 13F -3,538 shares

    0.09% of the 13F portfolio, value $217,054.

    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 6,281 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $455,310.

    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).