Prosperity Wealth Management, Inc.

SEC CIK: 0001991463
Latest filing: Mar 27, 2026

SEC filings (opens in a new tab)

GS holding history

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

GS overview All 13F holders of GS Full Q4 2025 holdings

Shares (Q4 2025): 2,965
Value: $2.61M
% of portfolio: 0.9%
Quarters held: 4; Since Q1 2025

Holdings of GS by Prosperity Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	2,965	$2.61M	0.9%	−248−7.7%	Reduced	Holders
Q3 2025	3,213	$2.56M	0.9%	−7−0.2%	Reduced	Holders
Q2 2025	3,220	$2.28M	0.8%	+56+1.8%	Added	Holders
Q1 2025	3,164	$1.73M	0.8%	+3,164	New	Holders