Current Market Value 1,370,460,094
Current Holdings 448
Most Recent File Date 2025-08-05
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Prosperity Consulting Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 448 1,370,460
2025-05-07 2025-03-31 13F-HR 459 1,293,682
2025-02-14 2024-12-31 13F-HR 463 1,328,644
2024-10-15 2024-09-30 13F-HR 458 1,281,688
2024-08-08 2024-06-30 13F-HR 303 737,456
2024-05-01 2024-03-31 13F-HR 331 797,740
2024-02-13 2023-12-31 13F-HR 202 298,502
2023-11-14 2023-09-30 13F-HR 147 217,612
2023-07-25 2023-06-30 13F-HR 105 162,783
2023-04-24 2023-03-31 13F-HR 104 158,201
2023-02-08 2022-12-31 13F-HR 101 150,041
2022-10-17 2022-09-30 13F-HR 96 121,874
2022-07-25 2022-06-30 13F-HR 88 115,415
2022-04-19 2022-03-31 13F-HR 94 134,663
2022-02-10 2021-12-31 13F-HR 97 133,270