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Prosperity Planning, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Planning, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Prosperity Planning, Inc. held 192,661 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 192,661 shares
    Change vs previous 13F +7,505 shares

    4.68% of the 13F portfolio, value $21,073,273.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 185,156 shares
    Change vs previous 13F +3,614 shares

    4.37% of the 13F portfolio, value $19,080,298.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 181,542 shares
    Change vs previous 13F +2,671 shares

    4.59% of the 13F portfolio, value $18,128,809.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 178,871 shares
    Change vs previous 13F +192 shares

    4.4% of the 13F portfolio, value $16,808,474.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 178,679 shares
    Change vs previous 13F -3,558 shares

    4.29% of the 13F portfolio, value $15,907,753.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 182,237 shares
    Change vs previous 13F +4,668 shares

    4.17% of the 13F portfolio, value $14,447,715.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 177,569 shares
    Change vs previous 13F +12,432 shares

    3.88% of the 13F portfolio, value $12,383,654.

    13F-HR 0001085146-25-002051 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 165,137 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $10,747,108.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).