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Prosperity Financial Group, Inc.: VTV position timeline

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

Prosperity Financial Group, Inc. held 1,215 VTV 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 1,215 shares
    Change vs previous 13F -2,400 shares

    0.08% of the 13F portfolio, value $232,053.

    13F-HR 0001172661-26-001360 filed by Prosperity Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 0 shares
    • Prosperity Wealth Management, Inc.: 1,215 shares

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

  2. period ended2025-09-30
    13F 3,615 shares
    Change vs previous 13F +1,111 shares

    0.12% of the 13F portfolio, value $674,161.

    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.: 2,504 shares
    • Prosperity Wealth Management, Inc.: 1,111 shares

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

  3. period ended2025-06-30
    13F 2,504 shares
    Change vs previous 13F -38 shares

    0.19% of the 13F portfolio, value $442,557.

    13F-HR 0001172661-25-002815 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).

  4. period ended2025-03-31
    13F 2,542 shares
    Change vs previous 13F +35 shares

    0.22% of the 13F portfolio, value $439,105.

    13F-HR 0001172661-25-002250 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).

  5. period ended2024-12-31
    13F 2,507 shares
    Change vs previous 13F +40 shares

    0.21% of the 13F portfolio, value $424,435.

    13F-HR 0001172661-25-000590 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).

  6. period ended2024-09-30
    13F 2,467 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $430,664.

    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.: 2,467 shares
    • Prosperity Wealth Management, Inc.: 0 shares

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