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Disclosery

Prosperity Planning, Inc.: EFA position timeline

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

Prosperity Planning, Inc. held 260,791 EFA 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 260,791 shares
    Change vs previous 13F +5,431 shares

    6.01% of the 13F portfolio, value $27,093,600.

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

  2. period ended2026-06-30
    13F 255,360 shares
    Change vs previous 13F +5,690 shares

    6.08% of the 13F portfolio, value $26,526,768.

    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 249,670 shares
    Change vs previous 13F +8,305 shares

    6.14% of the 13F portfolio, value $24,250,465.

    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 241,365 shares
    Change vs previous 13F -6,124 shares

    6.06% of the 13F portfolio, value $23,178,241.

    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 247,489 shares
    Change vs previous 13F +767 shares

    6.23% of the 13F portfolio, value $23,108,051.

    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 246,722 shares
    Change vs previous 13F +3,077 shares

    6.36% of the 13F portfolio, value $22,054,482.

    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 243,645 shares
    Change vs previous 13F +5,723 shares

    6.23% of the 13F portfolio, value $19,913,112.

    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 237,922 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $17,989,288.

    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).