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Disclosery

Prosperity Planning, Inc.: EEM position timeline

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

Prosperity Planning, Inc. held 31,170 EEM 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 31,170 shares
    Change vs previous 13F -523 shares

    0.46% of the 13F portfolio, value $2,081,855.

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

  2. period ended2026-06-30
    13F 31,693 shares
    Change vs previous 13F -901 shares

    0.5% of the 13F portfolio, value $2,168,129.

    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 32,594 shares
    Change vs previous 13F -166 shares

    0.47% of the 13F portfolio, value $1,851,023.

    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 32,760 shares
    Change vs previous 13F +3,397 shares

    0.47% of the 13F portfolio, value $1,792,309.

    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 29,363 shares
    Change vs previous 13F -720 shares

    0.42% of the 13F portfolio, value $1,567,972.

    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 30,083 shares
    Change vs previous 13F -367 shares

    0.42% of the 13F portfolio, value $1,451,192.

    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 30,450 shares
    Change vs previous 13F +318 shares

    0.42% of the 13F portfolio, value $1,330,655.

    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 30,132 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,260,110.

    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).