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Disclosery

Prosperity Planning, Inc.: USRT position timeline

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

Prosperity Planning, Inc. held 78,362 USRT 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 78,362 shares
    Change vs previous 13F +576 shares

    1.07% of the 13F portfolio, value $4,825,528.

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

  2. period ended2026-06-30
    13F 77,786 shares
    Change vs previous 13F +625 shares

    1.18% of the 13F portfolio, value $5,168,852.

    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 77,161 shares
    Change vs previous 13F +2,044 shares

    1.16% of the 13F portfolio, value $4,567,163.

    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 75,117 shares
    Change vs previous 13F +4,684 shares

    1.12% of the 13F portfolio, value $4,278,678.

    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 70,433 shares
    Change vs previous 13F +2,895 shares

    1.12% of the 13F portfolio, value $4,135,798.

    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 67,538 shares
    Change vs previous 13F +1,180 shares

    1.1% of the 13F portfolio, value $3,819,936.

    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 66,358 shares
    Change vs previous 13F -117 shares

    1.2% of the 13F portfolio, value $3,822,227.

    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 66,475 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,809,671.

    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).