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Prosperity Planning, Inc.: VNQI position timeline

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

Prosperity Planning, Inc. held 50,935 VNQI 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 50,935 shares
    Change vs previous 13F +1,501 shares

    0.48% of the 13F portfolio, value $2,165,777.

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

  2. period ended2026-06-30
    13F 49,434 shares
    Change vs previous 13F +1,410 shares

    0.51% of the 13F portfolio, value $2,217,137.

    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 48,024 shares
    Change vs previous 13F +906 shares

    0.54% of the 13F portfolio, value $2,134,689.

    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 47,118 shares
    Change vs previous 13F +2,908 shares

    0.56% of the 13F portfolio, value $2,159,912.

    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 44,210 shares
    Change vs previous 13F +1,291 shares

    0.57% of the 13F portfolio, value $2,110,586.

    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 42,919 shares
    Change vs previous 13F +808 shares

    0.57% of the 13F portfolio, value $1,980,712.

    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 42,111 shares
    Change vs previous 13F +451 shares

    0.53% of the 13F portfolio, value $1,703,811.

    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 41,660 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,648,070.

    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).