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Prosperity Financial Group, Inc.: YQQQ position timeline

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

Prosperity Financial Group, Inc. held 110,960 YQQQ 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 110,960 shares
    Change vs previous 13F +3,379 shares

    0.45% of the 13F portfolio, value $1,348,170.

    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 107,581 shares
    Change vs previous 13F +52,020 shares

    0.47% of the 13F portfolio, value $1,373,283.

    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 55,561 shares
    Change vs previous 13F +9,744 shares

    0.29% of the 13F portfolio, value $790,637.

    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 45,817 shares
    Change vs previous 13F -7,680 shares

    0.38% of the 13F portfolio, value $810,966.

    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 53,497 shares
    Change vs previous 13F +39,144 shares

    0.39% of the 13F portfolio, value $936,199.

    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 14,353 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $267,975.

    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).