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Prosperity Financial Group, Inc.: VOO position timeline

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

Prosperity Financial Group, Inc. held 24,104 VOO 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 24,104 shares
    Change vs previous 13F +231 shares

    5.03% of the 13F portfolio, value $15,116,413.

    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 23,873 shares
    Change vs previous 13F -305 shares

    4.96% of the 13F portfolio, value $14,619,691.

    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 24,178 shares
    Change vs previous 13F -1,506 shares

    5.09% of the 13F portfolio, value $13,734,016.

    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 25,684 shares
    Change vs previous 13F -14,848 shares

    6.21% of the 13F portfolio, value $13,199,176.

    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 40,532 shares
    Change vs previous 13F +11,603 shares

    9% of the 13F portfolio, value $21,839,230.

    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 28,929 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $15,264,725.

    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).