Advertisement
Screener

Prosperity Consulting Group, LLC Historic Quarter Change: Foreign Funds, Sold Out

Prosperity Consulting Group, LLC historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Prosperity Consulting Group, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1910398), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Linscomb Wealth, Inc.United States$2.247B337
Port Capital LLCUnited States$2.249B82
Ausdal Financial Partners, Inc.United States$2.250B1,688
Gladius Capital Management LPUnited States$2.245B106
Saudi Electronic Games Holding Co$2.254B1
Visionary Wealth AdvisorsUnited States$2.260B638
Advocacy Wealth Management, LLCUnited States$2.261B143
Greenhouse Funds LLLPUnited States$2.234B33
NS Partners LtdUnited Kingdom$2.234B122
Acropolis Investment Management, LLCUnited States$2.263B384