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Disclosery

Prosperity Planning, Inc.: SPYG position timeline

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

Prosperity Planning, Inc. held 9,028 SPYG 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 9,028 shares
    Change vs previous 13F -570 shares

    0.25% of the 13F portfolio, value $1,111,204.

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

  2. period ended2026-06-30
    13F 9,598 shares
    Change vs previous 13F -99 shares

    0.26% of the 13F portfolio, value $1,142,103.

    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 9,697 shares
    Change vs previous 13F -23 shares

    0.24% of the 13F portfolio, value $949,464.

    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 9,720 shares
    Change vs previous 13F -73 shares

    0.27% of the 13F portfolio, value $1,037,157.

    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 9,793 shares
    Change vs previous 13F -736 shares

    0.28% of the 13F portfolio, value $1,023,466.

    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 10,529 shares
    Change vs previous 13F -15 shares

    0.29% of the 13F portfolio, value $1,003,624.

    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 10,544 shares
    Change vs previous 13F -334 shares

    0.27% of the 13F portfolio, value $847,421.

    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 10,878 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $956,176.

    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).