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Disclosery

Prosperity Planning, Inc.: SPY position timeline

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

Prosperity Planning, Inc. held 5,557 SPY 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 5,557 shares
    Change vs previous 13F -370 shares

    0.94% of the 13F portfolio, value $4,238,034.

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

  2. period ended2026-06-30
    13F 5,927 shares
    Change vs previous 13F -170 shares

    1.01% of the 13F portfolio, value $4,425,904.

    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 6,097 shares
    Change vs previous 13F +93 shares

    1% of the 13F portfolio, value $3,964,947.

    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 6,004 shares
    Change vs previous 13F +1,781 shares

    1.07% of the 13F portfolio, value $4,094,064.

    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 4,223 shares
    Change vs previous 13F -309 shares

    0.76% of the 13F portfolio, value $2,813,098.

    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 4,532 shares
    Change vs previous 13F -139 shares

    0.81% of the 13F portfolio, value $2,799,929.

    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 4,671 shares
    Change vs previous 13F -59 shares

    0.82% of the 13F portfolio, value $2,612,760.

    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 4,730 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,772,158.

    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).