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Disclosery

Prosperity Planning, Inc.: AVLV position timeline

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

Prosperity Planning, Inc. held 98,051 AVLV 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 98,051 shares
    Change vs previous 13F +6,253 shares

    1.97% of the 13F portfolio, value $8,867,748.

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

  2. period ended2026-06-30
    13F 91,798 shares
    Change vs previous 13F +4,181 shares

    1.92% of the 13F portfolio, value $8,372,907.

    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 87,617 shares
    Change vs previous 13F +6,026 shares

    1.79% of the 13F portfolio, value $7,062,766.

    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 81,591 shares
    Change vs previous 13F +5,939 shares

    1.62% of the 13F portfolio, value $6,182,112.

    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 75,652 shares
    Change vs previous 13F +8,726 shares

    1.47% of the 13F portfolio, value $5,466,614.

    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 66,926 shares
    Change vs previous 13F +10,038 shares

    1.32% of the 13F portfolio, value $4,565,022.

    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 56,888 shares
    Change vs previous 13F +11,970 shares

    1.16% of the 13F portfolio, value $3,709,666.

    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 44,918 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,999,175.

    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).