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Disclosery

Prosperity Planning, Inc.: IVW position timeline

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

Prosperity Planning, Inc. held 19,452 IVW 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 19,452 shares
    Change vs previous 13F -351 shares

    0.61% of the 13F portfolio, value $2,767,242.

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

  2. period ended2026-06-30
    13F 19,803 shares
    Change vs previous 13F -339 shares

    0.62% of the 13F portfolio, value $2,723,507.

    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 20,142 shares
    Change vs previous 13F -121 shares

    0.58% of the 13F portfolio, value $2,278,262.

    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 20,263 shares
    Change vs previous 13F -4,882 shares

    0.65% of the 13F portfolio, value $2,497,617.

    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 25,145 shares
    Change vs previous 13F -509 shares

    0.82% of the 13F portfolio, value $3,035,504.

    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 25,654 shares
    Change vs previous 13F -335 shares

    0.81% of the 13F portfolio, value $2,824,505.

    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 25,989 shares
    Change vs previous 13F -21 shares

    0.76% of the 13F portfolio, value $2,412,559.

    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 26,010 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,640,795.

    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).