Skip to content
Disclosery

Prosperity Planning, Inc.: VT position timeline

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

Prosperity Planning, Inc. held 2,710 VT 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 2,710 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $427,713.

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

  2. period ended2026-06-30
    13F 2,710 shares
    Change vs previous 13F +38 shares

    0.1% of the 13F portfolio, value $425,275.

    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 2,672 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $369,538.

    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 2,684 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $378,605.

    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 2,686 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $370,131.

    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 2,669 shares
    Change vs previous 13F +59 shares

    0.1% of the 13F portfolio, value $343,020.

    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 2,610 shares
    Change vs previous 13F +40 shares

    0.09% of the 13F portfolio, value $302,630.

    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 2,570 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $301,924.

    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).