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Prosperity Financial Group, Inc.: VUG position timeline

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

Prosperity Financial Group, Inc. held 11,159 VUG 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 11,159 shares
    Change vs previous 13F +9,372 shares

    0.3% of the 13F portfolio, value $961,236.

    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 1,787 shares
    Change vs previous 13F -2,054 shares

    0.29% of the 13F portfolio, value $780,544.

    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 3,841 shares
    Change vs previous 13F +317 shares

    0.32% of the 13F portfolio, value $1,873,724.

    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.: 1,781 shares
    • Prosperity Wealth Management, Inc.: 2,060 shares

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

  4. period ended2025-09-30
    13F 3,524 shares
    Change vs previous 13F +204 shares

    0.3% of the 13F portfolio, value $1,690,404.

    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.: 1,758 shares
    • Prosperity Wealth Management, Inc.: 1,766 shares

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

  5. period ended2025-06-30
    13F 3,320 shares
    Change vs previous 13F +177 shares

    0.29% of the 13F portfolio, value $1,455,276.

    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.: 1,605 shares
    • Prosperity Wealth Management, Inc.: 1,715 shares

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

  6. period ended2025-03-31
    13F 3,143 shares
    Change vs previous 13F +331 shares

    0.28% of the 13F portfolio, value $1,165,308.

    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.: 1,784 shares
    • Prosperity Wealth Management, Inc.: 1,359 shares

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

  7. period ended2024-12-31
    13F 2,812 shares
    Change vs previous 13F -85 shares

    0.26% of the 13F portfolio, value $1,154,359.

    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.: 1,744 shares
    • Prosperity Wealth Management, Inc.: 1,068 shares

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

  8. period ended2024-09-30
    13F 2,897 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,112,425.

    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.: 1,759 shares
    • Prosperity Wealth Management, Inc.: 1,138 shares

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