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Disclosery

Prosperity Planning, Inc.: AVUV position timeline

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

Prosperity Planning, Inc. held 88,253 AVUV 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 88,253 shares
    Change vs previous 13F +5,078 shares

    2.31% of the 13F portfolio, value $10,393,584.

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

  2. period ended2026-06-30
    13F 83,175 shares
    Change vs previous 13F +3,525 shares

    2.38% of the 13F portfolio, value $10,376,913.

    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 79,650 shares
    Change vs previous 13F +4,954 shares

    2.23% of the 13F portfolio, value $8,798,936.

    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 74,696 shares
    Change vs previous 13F +3,651 shares

    1.99% of the 13F portfolio, value $7,617,498.

    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 71,045 shares
    Change vs previous 13F +5,019 shares

    1.91% of the 13F portfolio, value $7,071,109.

    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 66,026 shares
    Change vs previous 13F +10,328 shares

    1.74% of the 13F portfolio, value $6,014,969.

    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 55,698 shares
    Change vs previous 13F +7,816 shares

    1.52% of the 13F portfolio, value $4,855,216.

    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 47,882 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,622,066.

    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).