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Disclosery

Prosperity Planning, Inc.: VYM position timeline

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

Prosperity Planning, Inc. held 1,318 VYM 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 1,318 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $204,489.

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

  2. period ended2026-06-30
    13F 1,318 shares
    Change vs previous 13F -70 shares

    0.05% of the 13F portfolio, value $208,218.

    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 1,388 shares
    Change vs previous 13F -475 shares

    0.05% of the 13F portfolio, value $205,501.

    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 1,863 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $267,318.

    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 1,863 shares
    Change vs previous 13F -140 shares

    0.07% of the 13F portfolio, value $262,531.

    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 2,003 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $266,965.

    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 2,011 shares
    Change vs previous 13F +51 shares

    0.08% of the 13F portfolio, value $259,285.

    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 1,960 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $250,023.

    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).