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Disclosery

Prosperity Planning, Inc.: AVLC position timeline

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

Prosperity Planning, Inc. held 162,333 AVLC 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 162,333 shares
    Change vs previous 13F +10,981 shares

    3.25% of the 13F portfolio, value $14,653,769.

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

  2. period ended2026-06-30
    13F 151,352 shares
    Change vs previous 13F +7,662 shares

    3.12% of the 13F portfolio, value $13,615,644.

    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 143,690 shares
    Change vs previous 13F +12,927 shares

    2.82% of the 13F portfolio, value $11,143,175.

    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 130,763 shares
    Change vs previous 13F +7,157 shares

    2.69% of the 13F portfolio, value $10,280,611.

    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 123,606 shares
    Change vs previous 13F +12,582 shares

    2.55% of the 13F portfolio, value $9,457,095.

    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 111,024 shares
    Change vs previous 13F +18,671 shares

    2.28% of the 13F portfolio, value $7,887,145.

    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 92,353 shares
    Change vs previous 13F +21,055 shares

    1.86% of the 13F portfolio, value $5,929,063.

    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 71,298 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,816,180.

    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).