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Disclosery

Prosperity Planning, Inc.: DFAE position timeline

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

Prosperity Planning, Inc. held 12,166 DFAE 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 12,166 shares
    Change vs previous 13F -618 shares

    0.11% of the 13F portfolio, value $478,245.

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

  2. period ended2026-06-30
    13F 12,784 shares
    Change vs previous 13F -212 shares

    0.12% of the 13F portfolio, value $514,045.

    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 12,996 shares
    Change vs previous 13F -944 shares

    0.11% of the 13F portfolio, value $440,045.

    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 13,940 shares
    Change vs previous 13F -99 shares

    0.12% of the 13F portfolio, value $454,026.

    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 14,039 shares
    Change vs previous 13F -381 shares

    0.12% of the 13F portfolio, value $442,650.

    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 14,420 shares
    Change vs previous 13F -218 shares

    0.12% of the 13F portfolio, value $417,459.

    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 14,638 shares
    Change vs previous 13F -286 shares

    0.12% of the 13F portfolio, value $378,978.

    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 14,924 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $378,622.

    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).