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Prosperity Financial Group, Inc.: XLK position timeline

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

Prosperity Financial Group, Inc. held 7,031 XLK 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 7,031 shares
    Change vs previous 13F +3,751 shares

    0.34% of the 13F portfolio, value $1,012,254.

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

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

  2. period ended2025-09-30
    13F 3,280 shares
    Change vs previous 13F -345 shares

    0.31% of the 13F portfolio, value $924,502.

    13F-HR 0001172661-25-004927 filed by Prosperity Wealth Management, 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 3,625 shares
    Change vs previous 13F -4,423 shares

    0.34% of the 13F portfolio, value $917,960.

    13F-HR 0001172661-25-002873 filed by Prosperity Wealth Management, 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 8,048 shares
    Change vs previous 13F -789 shares

    0.78% of the 13F portfolio, value $1,661,751.

    13F-HR 0001172661-25-001514 filed by Prosperity Wealth Management, 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 8,837 shares
    Change vs previous 13F -1,631 shares

    0.85% of the 13F portfolio, value $2,054,779.

    13F-HR 0001172661-25-000591 filed by Prosperity Wealth Management, 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 10,468 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,363,256.

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

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