Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- Latest filing
- Mar 27, 2026
TOST holding history
Toast, 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.
TOST overviewAll 13F holders of TOSTFull Q4 2025 holdings
- Shares (Q4 2025)
- 14,200
- Value
- $504.2K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 14,200 | $504.2K | 0.2% | +2,200+18.3% | Added | Holders |
| Q3 2025 | 12,000 | $438.1K | 0.1% | +12,000 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −8,765−100.0% | Sold out | Holders |
| Q1 2025 | 8,765 | $290.7K | 0.1% | −20−0.2% | Reduced | Holders |
| Q4 2024 | 8,785 | $320.2K | 0.1% | +8,785 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −12,730−100.0% | Sold out | Holders |
| Q2 2024 | 12,730 | $328.1K | 0.2% | +12,730 | New | Holders |