★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Prosperity Wealth Management, Inc.

San Ramon, CA · CIK 1991463 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$300.37MReported 13F valueQ4 2025 · as filed
251Holdings listed
+2.0%vs prior quartervalue change includes market moves
3Quarters on record
Mar 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $269.8M$269.8MQ2 2025235 holdingsQ3 2025: $294.6M$294.6MQ3 2025240 holdingsQ4 2025: $300.4M$300.4MQ4 2025251 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Mar 27 2026 13F-HR · period Q4 2025

$300.37M · 251 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$294.61M · 240 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$269.84M · 235 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Mar 27, 2026 · Change methodology