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Disclosery

Prosperity Planning, Inc.: DFAX position timeline

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

Prosperity Planning, Inc. held 454,810 DFAX 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 454,810 shares
    Change vs previous 13F -17,489 shares

    3.74% of the 13F portfolio, value $16,837,063.

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

  2. period ended2026-06-30
    13F 472,299 shares
    Change vs previous 13F -16,461 shares

    3.99% of the 13F portfolio, value $17,399,492.

    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 488,760 shares
    Change vs previous 13F -23,693 shares

    4.21% of the 13F portfolio, value $16,603,174.

    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 512,453 shares
    Change vs previous 13F -29,966 shares

    4.39% of the 13F portfolio, value $16,772,600.

    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 542,419 shares
    Change vs previous 13F -19,649 shares

    4.59% of the 13F portfolio, value $17,021,121.

    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 562,068 shares
    Change vs previous 13F -32,575 shares

    4.76% of the 13F portfolio, value $16,507,949.

    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 594,643 shares
    Change vs previous 13F -10,255 shares

    4.88% of the 13F portfolio, value $15,579,657.

    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 604,898 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $15,037,774.

    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).