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Disclosery

Prosperity Planning, Inc.: VMBS position timeline

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

Prosperity Planning, Inc. held 25,546 VMBS 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 25,546 shares
    Change vs previous 13F -71 shares

    0.25% of the 13F portfolio, value $1,134,498.

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

  2. period ended2026-06-30
    13F 25,617 shares
    Change vs previous 13F -114 shares

    0.27% of the 13F portfolio, value $1,199,132.

    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 25,731 shares
    Change vs previous 13F -71 shares

    0.31% of the 13F portfolio, value $1,208,070.

    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 25,802 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $1,214,758.

    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 25,736 shares
    Change vs previous 13F +1,108 shares

    0.33% of the 13F portfolio, value $1,208,563.

    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 24,628 shares
    Change vs previous 13F -93 shares

    0.33% of the 13F portfolio, value $1,141,262.

    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 24,721 shares
    Change vs previous 13F -193 shares

    0.36% of the 13F portfolio, value $1,144,830.

    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 24,914 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,129,601.

    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).