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Disclosery

Prosperity Planning, Inc.: VBK position timeline

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

Prosperity Planning, Inc. held 18,855 VBK 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 18,855 shares
    Change vs previous 13F +24 shares

    1.41% of the 13F portfolio, value $6,369,854.

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

  2. period ended2026-06-30
    13F 18,831 shares
    Change vs previous 13F -101 shares

    1.58% of the 13F portfolio, value $6,886,621.

    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 18,932 shares
    Change vs previous 13F +417 shares

    1.45% of the 13F portfolio, value $5,722,105.

    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 18,515 shares
    Change vs previous 13F +74 shares

    1.46% of the 13F portfolio, value $5,593,701.

    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 18,441 shares
    Change vs previous 13F -400 shares

    1.48% of the 13F portfolio, value $5,488,312.

    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 18,841 shares
    Change vs previous 13F +579 shares

    1.51% of the 13F portfolio, value $5,217,923.

    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 18,262 shares
    Change vs previous 13F +68 shares

    1.44% of the 13F portfolio, value $4,597,911.

    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 18,194 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $5,095,415.

    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).