Skip to content
Disclosery

Prosperity Planning, Inc.: IWM position timeline

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

Prosperity Planning, Inc. held 1,160 IWM 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 1,160 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $322,456.

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

  2. period ended2026-06-30
    13F 1,188 shares
    Change vs previous 13F -128 shares

    0.08% of the 13F portfolio, value $357,047.

    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 1,316 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $326,461.

    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 1,425 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $350,870.

    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 1,575 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $381,177.

    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 1,575 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $339,950.

    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 1,575 shares
    Change vs previous 13F -23 shares

    0.1% of the 13F portfolio, value $314,271.

    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 1,598 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $353,177.

    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).