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Disclosery

Prosperity Planning, Inc.: IJJ position timeline

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

Prosperity Planning, Inc. held 22,889 IJJ 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 22,889 shares
    Change vs previous 13F -483 shares

    0.7% of the 13F portfolio, value $3,152,044.

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

  2. period ended2026-06-30
    13F 23,372 shares
    Change vs previous 13F -283 shares

    0.79% of the 13F portfolio, value $3,452,746.

    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 23,655 shares
    Change vs previous 13F -182 shares

    0.79% of the 13F portfolio, value $3,134,288.

    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 23,837 shares
    Change vs previous 13F +912 shares

    0.82% of the 13F portfolio, value $3,136,711.

    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 22,925 shares
    Change vs previous 13F -394 shares

    0.8% of the 13F portfolio, value $2,973,831.

    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 23,319 shares
    Change vs previous 13F -37 shares

    0.83% of the 13F portfolio, value $2,881,762.

    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 23,356 shares
    Change vs previous 13F -365 shares

    0.88% of the 13F portfolio, value $2,796,414.

    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 23,721 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,964,176.

    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).