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Disclosery

Prosperity Planning, Inc.: IJK position timeline

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

Prosperity Planning, Inc. held 6,342 IJK 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 6,342 shares
    Change vs previous 13F -344 shares

    0.15% of the 13F portfolio, value $695,147.

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

  2. period ended2026-06-30
    13F 6,686 shares
    Change vs previous 13F -224 shares

    0.18% of the 13F portfolio, value $785,605.

    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 6,910 shares
    Change vs previous 13F -34 shares

    0.18% of the 13F portfolio, value $695,284.

    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 6,944 shares
    Change vs previous 13F +28 shares

    0.18% of the 13F portfolio, value $672,735.

    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 6,916 shares
    Change vs previous 13F -103 shares

    0.18% of the 13F portfolio, value $663,175.

    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 7,019 shares
    Change vs previous 13F +24 shares

    0.18% of the 13F portfolio, value $638,589.

    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 6,995 shares
    Change vs previous 13F -34 shares

    0.18% of the 13F portfolio, value $582,544.

    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 7,029 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $639,147.

    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).