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Disclosery

Prosperity Planning, Inc.: NWL position timeline

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

Prosperity Planning, Inc. held 129,770 NWL 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 129,770 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $685,186.

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

  2. period ended2026-06-30
    13F 129,776 shares
    Change vs previous 13F +30,424 shares

    0.18% of the 13F portfolio, value $796,825.

    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 99,352 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $340,777.

    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 99,352 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $369,589.

    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 99,352 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $520,604.

    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 99,352 shares
    Change vs previous 13F +19,441 shares

    0.15% of the 13F portfolio, value $536,501.

    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 79,911 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $495,448.

    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 79,911 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $795,914.

    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).