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Prosperity Consulting Group, LLC

SEC CIK
0001910398
Latest filing
Aug 13, 2026

WSO holding history

Watsco Inc in every 13F filed by Prosperity Consulting Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q2 2026)
7,818
Value
$3.26M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of WSO by Prosperity Consulting Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,818$3.26M0.1%−287−3.5%ReducedHolders
Q1 20268,105$2.95M0.1%−456−5.3%ReducedHolders
Q4 20258,561$2.88M0.1%−994−10.4%ReducedHolders
Q3 20259,555$3.86M0.2%−603−5.9%ReducedHolders
Q2 202510,158$4.49M0.3%−465−4.4%ReducedHolders
Q1 202510,623$5.40M0.4%−477−4.3%ReducedHolders
Q4 202411,100$5.26M0.4%−394−3.4%ReducedHolders
Q3 202411,494$5.65M0.4%+53+0.5%AddedHolders
Q2 202411,441$5.30M0.7%−1,058−8.5%ReducedHolders
Q1 202412,499$5.40M0.7%+12,499NewHolders