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Disclosery

Prosperity Planning, Inc.: DFAC position timeline

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

Prosperity Planning, Inc. held 70,625 DFAC 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 70,625 shares
    Change vs previous 13F -2,067 shares

    0.7% of the 13F portfolio, value $3,139,273.

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

  2. period ended2026-06-30
    13F 72,692 shares
    Change vs previous 13F -1,699 shares

    0.74% of the 13F portfolio, value $3,224,609.

    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 74,391 shares
    Change vs previous 13F -166 shares

    0.73% of the 13F portfolio, value $2,890,827.

    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 74,557 shares
    Change vs previous 13F -17,641 shares

    0.77% of the 13F portfolio, value $2,951,705.

    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 92,198 shares
    Change vs previous 13F -638 shares

    0.96% of the 13F portfolio, value $3,556,070.

    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 92,836 shares
    Change vs previous 13F -651 shares

    0.96% of the 13F portfolio, value $3,327,236.

    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 93,487 shares
    Change vs previous 13F +1,584 shares

    0.97% of the 13F portfolio, value $3,084,130.

    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 91,903 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,178,925.

    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).