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Prosperity Financial Group, Inc. → KOLD
Prosperity Financial Group, Inc. KOLD Position History
KOLD
Quarters held
10
Latest value
$823K
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q3 2025 | $770K |
| Q4 2025 | $6.5M |
| Q4 2025 | $786K |
| Q1 2026 | $6.5M |
| Q1 2026 | $739K |
| Q2 2026 | $7.5M |
| Q2 2026 | $808K |
| Q3 2026 | $7.1M |
| Q3 2026 | $823K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $823K | 9.5K | — | — |
| Q3 2026 | $7.1M | 149.1K | — | — |
| Q2 2026 | $808K | 9.5K | — | — |
| Q2 2026 | $7.5M | 155.7K | — | — |
| Q1 2026 | $739K | 9.9K | — | — |
| Q1 2026 | $6.5M | 150.6K | — | — |
| Q4 2025 | $786K | 9.9K | — | — |
| Q4 2025 | $6.5M | 143.5K | — | — |
| Q3 2025 | $770K | 10.1K | — | — |
| Q3 2025 | $5.1M | 112.3K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M