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Disclosery

Prosperity Financial Group, Inc.: UTES position timeline

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

Prosperity Financial Group, Inc. held 0 UTES 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 0 shares
    Change vs previous 13F -45,299 shares

    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).

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

  2. period ended2026-03-31
    13F 45,299 shares
    Change vs previous 13F +10,169 shares

    1.34% of the 13F portfolio, value $3,619,390.

    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 35,130 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,773,514.

    13F-HR 0001172661-26-000306 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).