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Disclosery

Prosperity Planning, Inc.: IVE position timeline

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

Prosperity Planning, Inc. held 51,963 IVE 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 51,963 shares
    Change vs previous 13F -882 shares

    2.63% of the 13F portfolio, value $11,862,187.

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

  2. period ended2026-06-30
    13F 52,845 shares
    Change vs previous 13F -433 shares

    2.75% of the 13F portfolio, value $11,998,958.

    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 53,278 shares
    Change vs previous 13F -928 shares

    2.85% of the 13F portfolio, value $11,249,717.

    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 54,206 shares
    Change vs previous 13F -1,087 shares

    3.01% of the 13F portfolio, value $11,495,544.

    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 55,293 shares
    Change vs previous 13F -3,292 shares

    3.08% of the 13F portfolio, value $11,418,593.

    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 58,585 shares
    Change vs previous 13F -1,349 shares

    3.3% of the 13F portfolio, value $11,448,700.

    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 59,934 shares
    Change vs previous 13F -4,093 shares

    3.58% of the 13F portfolio, value $11,422,218.

    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 64,027 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $12,221,478.

    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).