Prosperity Financial Group, Inc.

Position in GAIN — Gladstone Investment Corporation\De

CIK 1991334 San Ramon, CA

Position in GAIN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$242,722

+$19,782 QoQ

Shares Held

15,700

0.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#8

of 28 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Prosperity Financial Group, Inc. holds $389,572 across 3 Asset Management names. GAIN ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GAIN	Gladstone Investment Corporation\De This page	15,700	$242,722
2	SPMC	Sound Point Meridian Capital, Inc.	10,199	$100,970
3	PNNT	Pennantpark Investment Corp	13,222	$45,880

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,722	15,700	0.0%	Shares	Sole	2026-07-28
2026-03-31	$222,940	15,700	-1.9%	Shares	Sole	2026-05-13
2025-12-31	$223,520	16,000	-17.5%	Shares	Sole	2026-01-26
2025-09-30	$268,108	19,400	-21.5%	Shares	Sole	2025-11-14
2025-06-30	$352,469	24,700	-22.2%	Shares	Sole	2025-07-30
2025-03-31	$424,180	31,750	-6.9%	Shares	Sole	2025-05-15
2024-12-31	$451,825	34,100	-6.7%	Shares	Sole	2025-02-07
2024-09-30	$528,147	36,550	+1.1%	Shares	Sole	2024-11-13
2024-06-30	$505,377	36,150	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$523,664	36,800	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$524,257	37,050	0.0%	Shares	Sole	2024-02-14
2023-09-30	$472,017	37,050	-4.1%	Shares	Sole	2023-11-07
2023-06-30	$503,996	38,650	-6.4%	Shares	Sole	2023-09-12
2023-03-31	$547,198	41,298	-2.2%	Shares	Sole	2023-09-12
2022-12-31	$545,318	42,240	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.