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Disclosery

Prosperity Planning, Inc.: AVUS position timeline

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

Prosperity Planning, Inc. held 57,950 AVUS 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 57,950 shares
    Change vs previous 13F +870 shares

    1.65% of the 13F portfolio, value $7,422,755.

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

  2. period ended2026-06-30
    13F 57,080 shares
    Change vs previous 13F +1,242 shares

    1.68% of the 13F portfolio, value $7,310,812.

    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 55,838 shares
    Change vs previous 13F +4,258 shares

    1.57% of the 13F portfolio, value $6,208,043.

    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 51,580 shares
    Change vs previous 13F +3,231 shares

    1.51% of the 13F portfolio, value $5,765,584.

    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 48,349 shares
    Change vs previous 13F +2,888 shares

    1.42% of the 13F portfolio, value $5,255,491.

    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 45,461 shares
    Change vs previous 13F +3,734 shares

    1.32% of the 13F portfolio, value $4,583,333.

    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 41,727 shares
    Change vs previous 13F +962 shares

    1.21% of the 13F portfolio, value $3,854,781.

    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 40,765 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,951,318.

    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).