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Disclosery

Prosperity Financial Group, Inc.: USRT position timeline

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

Prosperity Financial Group, Inc. held 4,396 USRT 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 4,396 shares
    Change vs previous 13F +4,396 shares

    0.09% of the 13F portfolio, value $292,114.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,665 shares

    13F-HR 0001172661-25-000590 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).

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

  3. period ended2024-09-30
    13F 4,665 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $287,224.

    13F-HR 0001172661-24-004592 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).