Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
PTY holding history
PIMCO Corporate & Income Opportunity Fund 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.
PTY overviewAll 13F holders of PTYFull Q4 2025 holdings
- Shares (Q4 2025)
- 73,662
- Value
- $950.2K
- % of portfolio
- 0.3%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 73,662 | $950.2K | 0.3% | −22,118−23.1% | Reduced | Holders |
| Q3 2025 | 95,780 | $1.38M | 0.5% | +22,830+31.3% | Added | Holders |
| Q2 2025 | 72,950 | $1.01M | 0.4% | −3,257−4.3% | Reduced | Holders |
| Q1 2025 | 76,207 | $1.10M | 0.5% | +4,203+5.8% | Added | Holders |
| Q4 2024 | 72,004 | $1.03M | 0.4% | −3,261−4.3% | Reduced | Holders |
| Q3 2024 | 75,265 | $1.08M | 0.4% | +33,627+80.8% | Added | Holders |
| Q2 2024 | 41,638 | $595.8K | 0.3% | +14,715+54.7% | Added | Holders |
| Q1 2024 | 26,923 | $400.3K | 0.2% | +9,315+52.9% | Added | Holders |
| Q4 2023 | 17,608 | $233.1K | 0.2% | +17,608 | New | Holders |