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Disclosery

Prosperity Planning, Inc.: IWD position timeline

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

Prosperity Planning, Inc. held 7,019 IWD 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 7,019 shares
    Change vs previous 13F -214 shares

    0.39% of the 13F portfolio, value $1,740,219.

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

  2. period ended2026-06-30
    13F 7,233 shares
    Change vs previous 13F -429 shares

    0.4% of the 13F portfolio, value $1,753,495.

    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 7,662 shares
    Change vs previous 13F -935 shares

    0.41% of the 13F portfolio, value $1,637,138.

    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 8,597 shares
    Change vs previous 13F -317 shares

    0.47% of the 13F portfolio, value $1,808,292.

    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 8,914 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,814,800.

    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 8,914 shares
    Change vs previous 13F -46 shares

    0.5% of the 13F portfolio, value $1,731,365.

    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 8,960 shares
    Change vs previous 13F -188 shares

    0.53% of the 13F portfolio, value $1,685,912.

    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 9,148 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,693,568.

    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).