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Disclosery

Prosperity Financial Group, Inc.: XLE position timeline

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

Prosperity Financial Group, Inc. held 0 XLE shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,257 shares

    13F-HR 0001172661-26-000306 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,257 shares
    Change vs previous 13F -71 shares

    0.11% of the 13F portfolio, value $290,980.

    13F-HR 0001172661-25-005010 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 ended2025-06-30
    13F 3,328 shares
    Change vs previous 13F -885 shares

    0.12% of the 13F portfolio, value $282,248.

    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 4,213 shares
    Change vs previous 13F +485 shares

    0.2% of the 13F portfolio, value $393,705.

    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 3,728 shares
    Change vs previous 13F -75 shares

    0.16% of the 13F portfolio, value $319,340.

    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 3,803 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $333,903.

    13F-HR 0001172661-24-004592 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).