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Equibles

Prosperity Consulting Group, LLC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1910398 OWINGS MILLS, MD
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$220,700
+$9,250 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 56 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TBLD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Prosperity Consulting Group, LLC holds $16,931,277 across 17 Asset Management names. TBLD ranks #15 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 774,470 $7,597,550
2 ARES
Ares Management Corp
 26,913 $2,995,686
3 BX
Blackstone Inc.
 10,860 $1,277,896
4 BLK
BlackRock, Inc.
 1,205 $1,158,679
5 PFG
Principal Financial Group Inc
 8,133 $876,574
6 BCAT
BlackRock Capital Allocation Term Trust
 24,141 $384,566
7 ARCC
Ares Capital Corp
 17,559 $325,368
8 STT
State Street Corp
 1,688 $286,284

All Filings in TBLD

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $220,700 10,000
2026-03-31 $211,450 10,000
2025-12-31 $201,000 10,000
2025-09-30 $198,900 10,000
2025-06-30 $196,200 10,000
2025-03-31 $179,400 10,000
2024-12-31 $162,800 10,000
2024-09-30 $178,200 10,000
2024-06-30 $161,300 10,000
2024-03-31 $161,700 10,000