Prosperity Financial Group, Inc.
Position in FIX — Comfort Systems USA Inc
CIK 1991334
San Ramon, CA
Position in FIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$487,559
+$204,867 QoQ
Shares Held
246
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#939
of 1,341 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Prosperity Financial Group, Inc. holds $3,798,144 across 5 Engineering & Construction names. FIX ranks #3 (12.8% of the industry book) .
All Filings in FIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,559 | 246 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $282,692 | 205 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $254,011 | 599 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $200,249 | 513 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,399 | 728 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||