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Disclosery

Prosperity Planning, Inc.: IGSB position timeline

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

Prosperity Planning, Inc. held 341,590 IGSB 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 341,590 shares
    Change vs previous 13F +24,495 shares

    3.88% of the 13F portfolio, value $17,499,667.

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

  2. period ended2026-06-30
    13F 317,095 shares
    Change vs previous 13F +24,103 shares

    3.81% of the 13F portfolio, value $16,618,962.

    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 292,992 shares
    Change vs previous 13F +17,807 shares

    3.9% of the 13F portfolio, value $15,399,661.

    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 275,185 shares
    Change vs previous 13F +19,837 shares

    3.81% of the 13F portfolio, value $14,551,770.

    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 255,348 shares
    Change vs previous 13F +16,030 shares

    3.65% of the 13F portfolio, value $13,541,095.

    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 239,318 shares
    Change vs previous 13F +4,602 shares

    3.64% of the 13F portfolio, value $12,626,428.

    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 234,716 shares
    Change vs previous 13F +8,743 shares

    3.85% of the 13F portfolio, value $12,292,077.

    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 225,973 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $11,682,814.

    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).