Prosperity Planning, Inc.: FIVA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Planning, Inc. on FIVA, newest first. How the timeline and the estimate are built.
Prosperity Planning, Inc. held 5,889 FIVA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,889 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $224,076.
13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
Accepted , ingested - period ended2026-06-3013F 5,889 sharesChange vs previous 13F -163 shares
0.05% of the 13F portfolio, value $226,844.
13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,052 sharesChange vs previous 13F -376 shares
0.05% of the 13F portfolio, value $210,670.
13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,428 sharesChange vs previous 13F -158 shares
0.06% of the 13F portfolio, value $220,030.
13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,586 sharesChange vs previous 13F +6,586 shares
0.06% of the 13F portfolio, value $206,010.
13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.