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Disclosery

Prosperity Planning, Inc.: IJT position timeline

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

Prosperity Planning, Inc. held 2,501 IJT 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 2,501 shares
    Change vs previous 13F +263 shares

    0.09% of the 13F portfolio, value $401,036.

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

  2. period ended2026-06-30
    13F 2,238 shares
    Change vs previous 13F -80 shares

    0.09% of the 13F portfolio, value $399,707.

    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 2,318 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $335,438.

    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 2,319 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $327,350.

    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 2,299 shares
    Change vs previous 13F -62 shares

    0.09% of the 13F portfolio, value $325,309.

    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 2,361 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $314,107.

    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 2,339 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $291,206.

    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 2,330 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $315,412.

    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).