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Disclosery

Prosperity Planning, Inc.: IEMG position timeline

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

Prosperity Planning, Inc. held 3,323 IEMG 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 3,323 shares
    Change vs previous 13F -581 shares

    0.06% of the 13F portfolio, value $269,687.

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

  2. period ended2026-06-30
    13F 3,904 shares
    Change vs previous 13F -1,336 shares

    0.07% of the 13F portfolio, value $323,400.

    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 5,240 shares
    Change vs previous 13F +404 shares

    0.09% of the 13F portfolio, value $365,484.

    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 4,836 shares
    Change vs previous 13F -208 shares

    0.09% of the 13F portfolio, value $325,070.

    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 5,044 shares
    Change vs previous 13F -66 shares

    0.09% of the 13F portfolio, value $332,494.

    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 5,110 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $306,748.

    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).