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Disclosery

Prosperity Planning, Inc.: COMT position timeline

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

Prosperity Planning, Inc. held 21,999 COMT 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 21,999 shares
    Change vs previous 13F -1,926 shares

    0.18% of the 13F portfolio, value $810,879.

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

  2. period ended2026-06-30
    13F 23,925 shares
    Change vs previous 13F -1,041 shares

    0.17% of the 13F portfolio, value $726,598.

    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 24,966 shares
    Change vs previous 13F +453 shares

    0.21% of the 13F portfolio, value $844,096.

    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 24,513 shares
    Change vs previous 13F +1,851 shares

    0.16% of the 13F portfolio, value $610,238.

    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 22,662 shares
    Change vs previous 13F +577 shares

    0.16% of the 13F portfolio, value $608,471.

    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 22,085 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $570,894.

    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 21,962 shares
    Change vs previous 13F +77 shares

    0.18% of the 13F portfolio, value $581,331.

    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 21,885 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $553,909.

    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).