Skip to content
Disclosery

Prosperity Planning, Inc.: AVIV position timeline

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

Prosperity Planning, Inc. held 70,115 AVIV 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 70,115 shares
    Change vs previous 13F +5,955 shares

    1.24% of the 13F portfolio, value $5,583,232.

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

  2. period ended2026-06-30
    13F 64,160 shares
    Change vs previous 13F +3,884 shares

    1.14% of the 13F portfolio, value $4,967,268.

    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 60,276 shares
    Change vs previous 13F +4,192 shares

    1.14% of the 13F portfolio, value $4,510,433.

    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 56,084 shares
    Change vs previous 13F +2,642 shares

    1.04% of the 13F portfolio, value $3,994,841.

    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 53,442 shares
    Change vs previous 13F +1,786 shares

    0.97% of the 13F portfolio, value $3,604,155.

    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 51,656 shares
    Change vs previous 13F +5,568 shares

    0.93% of the 13F portfolio, value $3,214,836.

    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 46,088 shares
    Change vs previous 13F +11,365 shares

    0.82% of the 13F portfolio, value $2,612,256.

    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 34,723 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,802,113.

    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).