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Disclosery

Prosperity Planning, Inc.: IVLU position timeline

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

Prosperity Planning, Inc. held 118,289 IVLU 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 118,289 shares
    Change vs previous 13F -3,902 shares

    1.13% of the 13F portfolio, value $5,073,429.

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

  2. period ended2026-06-30
    13F 122,191 shares
    Change vs previous 13F -3,965 shares

    1.17% of the 13F portfolio, value $5,110,019.

    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 126,156 shares
    Change vs previous 13F -6,438 shares

    1.27% of the 13F portfolio, value $5,005,880.

    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 132,594 shares
    Change vs previous 13F -3,929 shares

    1.32% of the 13F portfolio, value $5,045,211.

    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 136,523 shares
    Change vs previous 13F -9,932 shares

    1.31% of the 13F portfolio, value $4,843,825.

    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 146,455 shares
    Change vs previous 13F -5,085 shares

    1.39% of the 13F portfolio, value $4,816,895.

    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 151,540 shares
    Change vs previous 13F -8,520 shares

    1.44% of the 13F portfolio, value $4,593,170.

    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 160,060 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,339,220.

    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).