Current Market Value 1,069,305,428
Current Holdings 269
Most Recent File Date 2025-08-05
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 269 1,069,305
2025-05-12 2025-03-31 13F-HR 349 1,265,711
2025-01-31 2024-12-31 13F-HR/A 1 R 337 1,231,434
2025-01-29 2024-12-31 13F-HR 328 1,184,095
2024-10-08 2024-09-30 13F-HR 336 1,175,319
2024-08-02 2024-06-30 13F-HR 309 904,735
2024-05-03 2024-03-31 13F-HR 323 845,088
2024-02-12 2023-12-31 13F-HR 259 921,793
2023-11-02 2023-09-30 13F-HR 235 755,952
2023-07-21 2023-06-30 13F-HR 229 714,954
2023-05-05 2023-03-31 13F-HR 199 647,017
2023-02-14 2022-12-31 13F-HR 191 324,844