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Disclosery

Prosperity Planning, Inc.: VOE position timeline

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

Prosperity Planning, Inc. held 45,199 VOE 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 45,199 shares
    Change vs previous 13F -837 shares

    1.96% of the 13F portfolio, value $8,837,789.

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

  2. period ended2026-06-30
    13F 46,036 shares
    Change vs previous 13F -704 shares

    2.08% of the 13F portfolio, value $9,096,686.

    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 46,740 shares
    Change vs previous 13F -1,644 shares

    2.18% of the 13F portfolio, value $8,613,195.

    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 48,384 shares
    Change vs previous 13F -285 shares

    2.24% of the 13F portfolio, value $8,581,784.

    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 48,669 shares
    Change vs previous 13F -3,032 shares

    2.29% of the 13F portfolio, value $8,496,690.

    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 51,701 shares
    Change vs previous 13F -1,420 shares

    2.45% of the 13F portfolio, value $8,502,785.

    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 53,121 shares
    Change vs previous 13F -3,963 shares

    2.67% of the 13F portfolio, value $8,528,102.

    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 57,084 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $9,234,474.

    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).