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Disclosery

Prosperity Planning, Inc.: AVEM position timeline

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

Prosperity Planning, Inc. held 145,726 AVEM 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 145,726 shares
    Change vs previous 13F +5,886 shares

    3.04% of the 13F portfolio, value $13,701,124.

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

  2. period ended2026-06-30
    13F 139,840 shares
    Change vs previous 13F -803 shares

    3.09% of the 13F portfolio, value $13,493,150.

    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 140,643 shares
    Change vs previous 13F +2,645 shares

    2.87% of the 13F portfolio, value $11,333,035.

    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 137,998 shares
    Change vs previous 13F -90 shares

    2.78% of the 13F portfolio, value $10,628,622.

    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 138,088 shares
    Change vs previous 13F +238 shares

    2.8% of the 13F portfolio, value $10,371,756.

    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 137,850 shares
    Change vs previous 13F +6,318 shares

    2.73% of the 13F portfolio, value $9,448,208.

    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 131,532 shares
    Change vs previous 13F +9,224 shares

    2.48% of the 13F portfolio, value $7,914,264.

    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 122,308 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $7,190,486.

    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).