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Disclosery

Prosperity Planning, Inc.: VOT position timeline

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

Prosperity Planning, Inc. held 35,186 VOT 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 35,186 shares
    Change vs previous 13F +988 shares

    2.28% of the 13F portfolio, value $10,277,707.

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

  2. period ended2026-06-30
    13F 34,198 shares
    Change vs previous 13F +833 shares

    2.4% of the 13F portfolio, value $10,474,986.

    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 33,365 shares
    Change vs previous 13F +967 shares

    2.18% of the 13F portfolio, value $8,586,424.

    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 32,398 shares
    Change vs previous 13F +102 shares

    2.37% of the 13F portfolio, value $9,043,591.

    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 32,296 shares
    Change vs previous 13F -49 shares

    2.56% of the 13F portfolio, value $9,488,103.

    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 32,345 shares
    Change vs previous 13F +794 shares

    2.65% of the 13F portfolio, value $9,198,594.

    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 31,551 shares
    Change vs previous 13F +227 shares

    2.42% of the 13F portfolio, value $7,718,636.

    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 31,324 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $7,948,551.

    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).