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Disclosery

Prosperity Planning, Inc.: IWS position timeline

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

Prosperity Planning, Inc. held 5,976 IWS 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 5,976 shares
    Change vs previous 13F -110 shares

    0.21% of the 13F portfolio, value $960,582.

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

  2. period ended2026-06-30
    13F 6,086 shares
    Change vs previous 13F -16 shares

    0.23% of the 13F portfolio, value $1,001,756.

    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 6,102 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $889,305.

    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 6,113 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $862,239.

    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 6,113 shares
    Change vs previous 13F -47 shares

    0.23% of the 13F portfolio, value $853,803.

    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 6,160 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $813,982.

    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 6,160 shares
    Change vs previous 13F -65 shares

    0.24% of the 13F portfolio, value $775,975.

    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 6,225 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $805,142.

    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).