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Disclosery

Prosperity Financial Group, Inc.: VRT position timeline

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

Prosperity Financial Group, Inc. held 9,560 VRT 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 9,560 shares
    Change vs previous 13F +536 shares

    0.52% of the 13F portfolio, value $1,548,816.

    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 9,024 shares
    Change vs previous 13F -56 shares

    0.46% of the 13F portfolio, value $1,361,361.

    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 9,080 shares
    Change vs previous 13F -1,503 shares

    0.43% of the 13F portfolio, value $1,165,963.

    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 10,583 shares
    Change vs previous 13F +3,665 shares

    0.36% of the 13F portfolio, value $764,093.

    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 6,918 shares
    Change vs previous 13F -1,587 shares

    0.32% of the 13F portfolio, value $785,954.

    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 8,505 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $846,162.

    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).