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Disclosery

Prosperity Planning, Inc.: VEA position timeline

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

Prosperity Planning, Inc. held 23,678 VEA 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 23,678 shares
    Change vs previous 13F -105 shares

    0.37% of the 13F portfolio, value $1,671,904.

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

  2. period ended2026-06-30
    13F 23,783 shares
    Change vs previous 13F -544 shares

    0.39% of the 13F portfolio, value $1,694,539.

    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 24,327 shares
    Change vs previous 13F +587 shares

    0.39% of the 13F portfolio, value $1,558,874.

    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 23,740 shares
    Change vs previous 13F -1 shares

    0.39% of the 13F portfolio, value $1,483,038.

    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 23,741 shares
    Change vs previous 13F -497 shares

    0.38% of the 13F portfolio, value $1,422,561.

    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 24,238 shares
    Change vs previous 13F -1,265 shares

    0.4% of the 13F portfolio, value $1,381,808.

    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 25,503 shares
    Change vs previous 13F +265 shares

    0.41% of the 13F portfolio, value $1,296,317.

    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 25,238 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,206,881.

    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).