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Disclosery

Prosperity Planning, Inc.: IWN position timeline

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

Prosperity Planning, Inc. held 17,655 IWN 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 17,655 shares
    Change vs previous 13F -290 shares

    0.82% of the 13F portfolio, value $3,697,882.

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

  2. period ended2026-06-30
    13F 17,945 shares
    Change vs previous 13F -476 shares

    0.91% of the 13F portfolio, value $3,969,478.

    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 18,421 shares
    Change vs previous 13F -314 shares

    0.88% of the 13F portfolio, value $3,492,475.

    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 18,735 shares
    Change vs previous 13F +577 shares

    0.89% of the 13F portfolio, value $3,395,006.

    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 18,158 shares
    Change vs previous 13F -1,657 shares

    0.87% of the 13F portfolio, value $3,210,516.

    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 19,815 shares
    Change vs previous 13F +209 shares

    0.9% of the 13F portfolio, value $3,126,014.

    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 19,606 shares
    Change vs previous 13F -263 shares

    0.93% of the 13F portfolio, value $2,960,114.

    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 19,869 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,261,894.

    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).