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Prosperity Financial Group, Inc.: WMT position timeline

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

Prosperity Financial Group, Inc. held 7,215 WMT 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 7,215 shares
    Change vs previous 13F -452 shares

    0.25% of the 13F portfolio, value $817,236.

    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 7,667 shares
    Change vs previous 13F -10,107 shares

    0.35% of the 13F portfolio, value $952,837.

    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 17,774 shares
    Change vs previous 13F +5,231 shares

    0.34% of the 13F portfolio, value $1,980,238.

    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.: 6,992 shares
    • Prosperity Wealth Management, Inc.: 10,782 shares

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

  4. period ended2025-09-30
    13F 12,543 shares
    Change vs previous 13F -346 shares

    0.23% of the 13F portfolio, value $1,292,761.

    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.: 6,809 shares
    • Prosperity Wealth Management, Inc.: 5,734 shares

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

  5. period ended2025-06-30
    13F 12,889 shares
    Change vs previous 13F -1,260 shares

    0.25% of the 13F portfolio, value $1,260,239.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 7,152 shares
    • Prosperity Wealth Management, Inc.: 5,737 shares

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

  6. period ended2025-03-31
    13F 14,149 shares
    Change vs previous 13F -98 shares

    0.3% of the 13F portfolio, value $1,242,165.

    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.: 8,403 shares
    • Prosperity Wealth Management, Inc.: 5,746 shares

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

  7. period ended2024-12-31
    13F 14,247 shares
    Change vs previous 13F -140 shares

    0.29% of the 13F portfolio, value $1,287,234.

    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.: 8,792 shares
    • Prosperity Wealth Management, Inc.: 5,455 shares

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

  8. period ended2024-09-30
    13F 14,387 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,161,766.

    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.: 8,824 shares
    • Prosperity Wealth Management, Inc.: 5,563 shares

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