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Prosperity Planning, Inc.: AVMV position timeline

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

Prosperity Planning, Inc. held 172,244 AVMV 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 172,244 shares
    Change vs previous 13F +15,131 shares

    2.92% of the 13F portfolio, value $13,147,369.

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

  2. period ended2026-06-30
    13F 157,113 shares
    Change vs previous 13F +11,395 shares

    2.9% of the 13F portfolio, value $12,653,058.

    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 145,718 shares
    Change vs previous 13F +13,031 shares

    2.74% of the 13F portfolio, value $10,809,369.

    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 132,687 shares
    Change vs previous 13F +10,157 shares

    2.47% of the 13F portfolio, value $9,447,322.

    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 122,530 shares
    Change vs previous 13F +13,157 shares

    2.28% of the 13F portfolio, value $8,440,957.

    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 109,373 shares
    Change vs previous 13F +18,672 shares

    2.06% of the 13F portfolio, value $7,150,807.

    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 90,701 shares
    Change vs previous 13F +21,488 shares

    1.74% of the 13F portfolio, value $5,572,682.

    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 69,213 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,518,234.

    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).