Skip to main content
Livermore
Livermore
ZHEN

Prosperity Wealth Management, Inc.

SEC CIK
0001991463
Latest filing
Mar 27, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q4 2025 holdings

Shares (Q4 2025)
14,032
Value
$690.5K
% of portfolio
0.2%
Quarters held
13
Since Q4 2022
Holdings of TFC by Prosperity Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202514,032$690.5K0.2%00.0%UnchangedHolders
Q3 202514,032$641.5K0.2%+8+0.1%AddedHolders
Q2 202514,024$602.9K0.2%00.0%UnchangedHolders
Q1 202514,024$577.1K0.3%00.0%UnchangedHolders
Q4 202414,024$608.4K0.3%00.0%UnchangedHolders
Q3 202414,024$599.8K0.2%00.0%UnchangedHolders
Q2 202414,024$544.8K0.3%00.0%UnchangedHolders
Q1 202414,024$546.7K0.3%00.0%UnchangedHolders
Q4 202314,024$517.8K0.3%00.0%UnchangedHolders
Q3 202314,024$401.2K0.3%00.0%UnchangedHolders
Q2 202314,024$425.6K0.3%00.0%UnchangedHolders
Q1 202314,024$478.2K0.4%00.0%UnchangedHolders
Q4 202214,024$603.5K0.6%–No prior filingHolders