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Prosperity Financial Group, Inc.: VTI position timeline

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

Prosperity Financial Group, Inc. held 3,339 VTI 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 3,339 shares
    Change vs previous 13F +166 shares

    0.38% of the 13F portfolio, value $1,235,801.

    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 3,173 shares
    Change vs previous 13F -1,952 shares

    0.38% of the 13F portfolio, value $1,017,815.

    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 5,125 shares
    Change vs previous 13F +822 shares

    0.3% of the 13F portfolio, value $1,718,027.

    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.: 2,839 shares
    • Prosperity Wealth Management, Inc.: 2,286 shares

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

  4. period ended2025-09-30
    13F 4,303 shares
    Change vs previous 13F +463 shares

    0.25% of the 13F portfolio, value $1,412,571.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 2,028 shares
    • Prosperity Wealth Management, Inc.: 2,275 shares

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

  5. period ended2025-06-30
    13F 3,840 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $1,167,113.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,367 shares
    • Prosperity Wealth Management, Inc.: 2,473 shares

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

  6. period ended2025-03-31
    13F 3,651 shares
    Change vs previous 13F +66 shares

    0.24% of the 13F portfolio, value $1,003,461.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,354 shares
    • Prosperity Wealth Management, Inc.: 2,297 shares

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

  7. period ended2024-12-31
    13F 3,585 shares
    Change vs previous 13F +405 shares

    0.23% of the 13F portfolio, value $1,038,866.

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,344 shares
    • Prosperity Wealth Management, Inc.: 2,241 shares

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

  8. period ended2024-09-30
    13F 3,180 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $900,293.

    13F-HR 0001172661-24-004986 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 1,389 shares
    • Prosperity Wealth Management, Inc.: 1,791 shares

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