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Disclosery

Prosperity Planning, Inc.: DISV position timeline

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

Prosperity Planning, Inc. held 35,678 DISV 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 35,678 shares
    Change vs previous 13F -411 shares

    0.34% of the 13F portfolio, value $1,544,501.

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

  2. period ended2026-06-30
    13F 36,089 shares
    Change vs previous 13F -4,301 shares

    0.33% of the 13F portfolio, value $1,448,252.

    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 40,390 shares
    Change vs previous 13F -1,466 shares

    0.4% of the 13F portfolio, value $1,592,982.

    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 41,856 shares
    Change vs previous 13F -6,640 shares

    0.42% of the 13F portfolio, value $1,590,528.

    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 48,496 shares
    Change vs previous 13F -1,047 shares

    0.47% of the 13F portfolio, value $1,730,822.

    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 49,543 shares
    Change vs previous 13F -2,823 shares

    0.47% of the 13F portfolio, value $1,630,460.

    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 52,366 shares
    Change vs previous 13F -531 shares

    0.48% of the 13F portfolio, value $1,524,898.

    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 52,897 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,405,473.

    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).