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Disclosery

Prosperity Planning, Inc.: VBR position timeline

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

Prosperity Planning, Inc. held 39,813 VBR 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 39,813 shares
    Change vs previous 13F -1,321 shares

    2.04% of the 13F portfolio, value $9,197,924.

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

  2. period ended2026-06-30
    13F 41,134 shares
    Change vs previous 13F -832 shares

    2.29% of the 13F portfolio, value $9,995,149.

    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 41,966 shares
    Change vs previous 13F -364 shares

    2.31% of the 13F portfolio, value $9,117,177.

    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 42,330 shares
    Change vs previous 13F -592 shares

    2.34% of the 13F portfolio, value $8,965,087.

    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 42,922 shares
    Change vs previous 13F -2,871 shares

    2.42% of the 13F portfolio, value $8,958,282.

    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 45,793 shares
    Change vs previous 13F -1,833 shares

    2.58% of the 13F portfolio, value $8,930,136.

    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 47,626 shares
    Change vs previous 13F -3,118 shares

    2.78% of the 13F portfolio, value $8,872,289.

    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 50,744 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $10,056,427.

    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).