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Disclosery

Prosperity Planning, Inc.: IWO position timeline

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

Prosperity Planning, Inc. held 2,966 IWO 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 2,966 shares
    Change vs previous 13F -40 shares

    0.23% of the 13F portfolio, value $1,058,619.

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

  2. period ended2026-06-30
    13F 3,006 shares
    Change vs previous 13F -110 shares

    0.27% of the 13F portfolio, value $1,184,303.

    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 3,116 shares
    Change vs previous 13F -30 shares

    0.25% of the 13F portfolio, value $977,879.

    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 3,146 shares
    Change vs previous 13F -15 shares

    0.27% of the 13F portfolio, value $1,016,238.

    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 3,161 shares
    Change vs previous 13F -78 shares

    0.27% of the 13F portfolio, value $1,011,694.

    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 3,239 shares
    Change vs previous 13F -8 shares

    0.27% of the 13F portfolio, value $925,943.

    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 3,247 shares
    Change vs previous 13F -44 shares

    0.26% of the 13F portfolio, value $829,706.

    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 3,291 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $947,216.

    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).