PRTH β€” PRIORITY TECHNOLOGY HLDGS IN

Ownership history in Prosperity Wealth Management, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Prosperity Wealth Management, Inc. reported a position in PRIORITY TECHNOLOGY HLDGS IN (PRTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.09% (2025 Q2)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q2
⏱ Quarters held
1
% of Fund (quarterly)    PRTH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 31,000 β€” β€” 0.09% $241K $7.78

🏒 Other funds also holding PRTH

As of 2025 Q4 β€” sorted by position size

Buckley Capital Advisors, LLC 6.86% Norwood Investment Partners, LP 3Y 3.87% Steamboat Capital Partners, LLC 3Y 7Y 2.36% FourWorld Capital Management LLC 3Y 1.73% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 0.38% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.28% Rangeley Capital, LLC 0.28% Divisadero Street Capital Management, LP 3Y 0.27% Quarry LP 3Y 0.14% REBALANCE, LLC 3Y 0.13%
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