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Disclosery

Prosperity Planning, Inc.: DFIV position timeline

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

Prosperity Planning, Inc. held 19,131 DFIV 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 19,131 shares
    Change vs previous 13F -253 shares

    0.24% of the 13F portfolio, value $1,068,658.

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

  2. period ended2026-06-30
    13F 19,384 shares
    Change vs previous 13F -2,823 shares

    0.24% of the 13F portfolio, value $1,047,124.

    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 22,207 shares
    Change vs previous 13F -189 shares

    0.3% of the 13F portfolio, value $1,172,085.

    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 22,396 shares
    Change vs previous 13F -14 shares

    0.29% of the 13F portfolio, value $1,117,560.

    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 22,410 shares
    Change vs previous 13F -233 shares

    0.28% of the 13F portfolio, value $1,033,549.

    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 22,643 shares
    Change vs previous 13F -727 shares

    0.28% of the 13F portfolio, value $969,800.

    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 23,370 shares
    Change vs previous 13F +198 shares

    0.29% of the 13F portfolio, value $919,843.

    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 23,172 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $822,143.

    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).