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Prosperity Wealth Management, Inc. Historic Quarter Change: Foreign Stocks, Reduced

Prosperity Wealth Management, Inc. historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2023-12-31 to 2025-12-31, Prosperity Wealth Management, Inc. opened 14 positions, added to 21, reduced 8 and sold out of 13.

  • Q3 2025: Stock MESO; Country of operation —; Class SPONS ADR; Shares before 50,100.
  • Q3 2025: Stock ADAPY; Country of operation United Kingdom; Class SPONDS ADS; Shares before 19,763.
  • Q1 2025: Stock MESO; Country of operation —; Class SPONS ADR; Shares before 93,245.
  • Q1 2025: Stock ADAPY; Country of operation United Kingdom; Class SPONDS ADR; Shares before 21,870.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1991463), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-27); 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 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025MESO
MESOBLAST LTD
SPONS ADR50,10049,950-150$545,589$804,695+$259,1062025-11-14
Q3 2025ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
United KingdomSPONDS ADS19,76319,227-536$4,737$2,500-$2,2372025-11-14
Q1 2025MESO
MESOBLAST LTD
SPONS ADR93,24548,700-44,545$1,846,251$607,776-$1,238,4752025-04-18
Q1 2025ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
United KingdomSPONDS ADR21,87019,798-2,072$11,781$3,900-$7,8812025-04-18
Q4 2024ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
United KingdomSPONDS ADR24,62021,870-2,750$23,399$11,781-$11,6182025-02-07
Q3 2024ARM
ARM HOLDINGS PLC
SPONSORED ADS4,9504,520-430$809,919$646,405-$163,5142024-11-14
Q3 2024ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
United KingdomSPONDS ADR26,62024,620-2,000$25,952$23,399-$2,5532024-11-14
Q1 2024ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
United KingdomSPONDS ADR28,62026,620-2,000$22,696$42,060+$19,3642024-05-15

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