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Prosperity Planning, Inc.: DFUV position timeline

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

Prosperity Planning, Inc. held 3,710 DFUV 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 3,710 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $204,050.

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

  2. period ended2026-06-30
    13F 3,710 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $204,087.

    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 ยง4.2).