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Prosperity Planning, Inc.ETFConcentrated long-term

CIK: 0001843292 | NORTH KANSAS CITY, MO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR119$450.7M2026-10-09SEC ↗
Q2 2026
13F-HR117$436.3M2026-07-10SEC ↗
Q1 2026
13F-HR110$394.7M2026-04-10SEC ↗
Q4 2025
13F-HR108$382.3M2026-01-14SEC ↗
Q3 2025
13F-HR109$370.7M2025-10-09SEC ↗
Q2 2025
13F-HR106$346.6M2025-07-11SEC ↗
Q1 2025
13F-HR104$319.4M2025-04-11SEC ↗
Q4 2024
13F-HR103$312.0M2025-01-17SEC ↗
Q3 2024
13F-HR104$315.6M2024-10-07SEC ↗
Q2 2024
13F-HR102$292.5M2024-07-24SEC ↗
Q1 2024
13F-HR94$288.8M2024-04-16SEC ↗
Q4 2023
13F-HR93$267.1M2024-02-06SEC ↗
Q3 2023
13F-HR87$239.3M2023-10-25SEC ↗
Q2 2023
13F-HR89$242.3M2023-07-13SEC ↗
Q1 2023
13F-HR89$229.5M2023-04-13SEC ↗
Q4 2022
13F-HR76$202.3M2023-01-24SEC ↗
Q3 2022
13F-HR83$9.5M2022-10-12SEC ↗
Q2 2022
13F-HR95$2.9M2022-07-11SEC ↗
Q1 2022
13F-HR94$1.8M2022-04-18SEC ↗
Q4 2021
13F-HR93$8.1M2022-01-21SEC ↗
Q3 2021
13F-HR93$6.9M2021-10-08SEC ↗
Q2 2021
13F-HR88$6.3M2021-07-13SEC ↗
Q1 2021
13F-HR88$5.6M2021-04-12SEC ↗
Q4 2020
13F-HR73$4.6M2021-02-01SEC ↗