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Disclosery

Prosperity Planning, Inc.: SCZ position timeline

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

Prosperity Planning, Inc. held 29,606 SCZ 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 29,606 shares
    Change vs previous 13F -501 shares

    0.55% of the 13F portfolio, value $2,499,339.

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

  2. period ended2026-06-30
    13F 30,107 shares
    Change vs previous 13F -396 shares

    0.57% of the 13F portfolio, value $2,476,903.

    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 30,503 shares
    Change vs previous 13F -905 shares

    0.61% of the 13F portfolio, value $2,391,740.

    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 31,408 shares
    Change vs previous 13F -815 shares

    0.64% of the 13F portfolio, value $2,435,062.

    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 32,223 shares
    Change vs previous 13F -1,179 shares

    0.67% of the 13F portfolio, value $2,472,149.

    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 33,402 shares
    Change vs previous 13F -1,325 shares

    0.7% of the 13F portfolio, value $2,427,657.

    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 34,727 shares
    Change vs previous 13F +567 shares

    0.69% of the 13F portfolio, value $2,206,206.

    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 34,160 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,075,220.

    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).