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Disclosery

Prosperity Planning, Inc.: IVV position timeline

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

Prosperity Planning, Inc. held 1,780 IVV 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 1,780 shares
    Change vs previous 13F +132 shares

    0.3% of the 13F portfolio, value $1,363,213.

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

  2. period ended2026-06-30
    13F 1,648 shares
    Change vs previous 13F +285 shares

    0.28% of the 13F portfolio, value $1,234,171.

    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 1,363 shares
    Change vs previous 13F +455 shares

    0.23% of the 13F portfolio, value $890,325.

    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 908 shares
    Change vs previous 13F -41 shares

    0.16% of the 13F portfolio, value $621,926.

    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 949 shares
    Change vs previous 13F -9 shares

    0.17% of the 13F portfolio, value $635,166.

    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 958 shares
    Change vs previous 13F -512 shares

    0.17% of the 13F portfolio, value $594,822.

    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 1,470 shares
    Change vs previous 13F -138 shares

    0.26% of the 13F portfolio, value $825,993.

    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 1,608 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $946,597.

    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).