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Disclosery

Prosperity Planning, Inc.: EFV position timeline

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

Prosperity Planning, Inc. held 4,083 EFV 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 4,083 shares
    Change vs previous 13F -90 shares

    0.07% of the 13F portfolio, value $323,129.

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

  2. period ended2026-06-30
    13F 4,173 shares
    Change vs previous 13F -1,687 shares

    0.07% of the 13F portfolio, value $319,443.

    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 5,860 shares
    Change vs previous 13F -960 shares

    0.11% of the 13F portfolio, value $435,691.

    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 6,820 shares
    Change vs previous 13F -366 shares

    0.13% of the 13F portfolio, value $487,016.

    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 7,186 shares
    Change vs previous 13F -817 shares

    0.13% of the 13F portfolio, value $487,426.

    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 8,003 shares
    Change vs previous 13F +1,375 shares

    0.15% of the 13F portfolio, value $508,030.

    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 6,628 shares
    Change vs previous 13F -1,687 shares

    0.12% of the 13F portfolio, value $390,654.

    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 8,315 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $436,288.

    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).