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Disclosery

Prosperity Planning, Inc.: ITOT position timeline

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

Prosperity Planning, Inc. held 11,030 ITOT 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 11,030 shares
    Change vs previous 13F -72 shares

    0.41% of the 13F portfolio, value $1,834,068.

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

  2. period ended2026-06-30
    13F 11,102 shares
    Change vs previous 13F -1,850 shares

    0.42% of the 13F portfolio, value $1,823,726.

    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 12,952 shares
    Change vs previous 13F -85 shares

    0.47% of the 13F portfolio, value $1,844,753.

    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 13,037 shares
    Change vs previous 13F +48 shares

    0.51% of the 13F portfolio, value $1,938,472.

    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 12,989 shares
    Change vs previous 13F -59 shares

    0.51% of the 13F portfolio, value $1,891,848.

    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 13,048 shares
    Change vs previous 13F -19 shares

    0.51% of the 13F portfolio, value $1,762,002.

    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 13,067 shares
    Change vs previous 13F -4,348 shares

    0.5% of the 13F portfolio, value $1,594,305.

    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 17,415 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,239,917.

    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).