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Prosperity Financial Group, Inc.: V position timeline

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

Prosperity Financial Group, Inc. held 4,444 V 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 4,444 shares
    Change vs previous 13F -426 shares

    0.47% of the 13F portfolio, value $1,524,938.

    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 4,870 shares
    Change vs previous 13F -619 shares

    0.54% of the 13F portfolio, value $1,471,951.

    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 5,489 shares
    Change vs previous 13F -2,030 shares

    0.33% of the 13F portfolio, value $1,925,068.

    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.: 4,776 shares
    • Prosperity Wealth Management, Inc.: 713 shares

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

  4. period ended2025-09-30
    13F 7,519 shares
    Change vs previous 13F +345 shares

    0.45% of the 13F portfolio, value $2,567,098.

    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.: 6,811 shares
    • Prosperity Wealth Management, Inc.: 708 shares

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

  5. period ended2025-06-30
    13F 7,174 shares
    Change vs previous 13F +985 shares

    0.5% of the 13F portfolio, value $2,547,186.

    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.: 6,458 shares
    • Prosperity Wealth Management, Inc.: 716 shares

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

  6. period ended2025-03-31
    13F 6,189 shares
    Change vs previous 13F +172 shares

    0.52% of the 13F portfolio, value $2,168,830.

    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.: 5,461 shares
    • Prosperity Wealth Management, Inc.: 728 shares

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

  7. period ended2024-12-31
    13F 6,017 shares
    Change vs previous 13F +382 shares

    0.43% of the 13F portfolio, value $1,901,616.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 5,289 shares
    • Prosperity Wealth Management, Inc.: 728 shares

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

  8. period ended2024-09-30
    13F 5,635 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,549,459.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 4,882 shares
    • Prosperity Wealth Management, Inc.: 753 shares

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