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Prosperity Planning, Inc.: VSS position timeline

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

Prosperity Planning, Inc. held 3,308 VSS 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 3,308 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $513,621.

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

  2. period ended2026-06-30
    13F 3,308 shares
    Change vs previous 13F -60 shares

    0.12% of the 13F portfolio, value $510,371.

    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 3,368 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $491,091.

    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 3,466 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $496,851.

    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 3,469 shares
    Change vs previous 13F -43 shares

    0.13% of the 13F portfolio, value $494,455.

    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 3,512 shares
    Change vs previous 13F -129 shares

    0.14% of the 13F portfolio, value $472,029.

    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 3,641 shares
    Change vs previous 13F -2 shares

    0.13% of the 13F portfolio, value $420,903.

    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 3,643 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $417,054.

    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).