Filer Snapshot

Prosperity Planning, Inc.

CIK 0001843292. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

24

Latest Filing

10 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 10 Apr 2026 for CIK 0001843292.

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Business address
1920 Buchanan Street, North Kansas City, MO, 64116
Top securities (13F)
ISTB, EFA, VUG, AVDV, VTIP, DFAX, IGSB, GNMA, AVEM, IVE, AVLC, AVMV, VBR, AVUV, VOE, VOT, AVLV, AVUS, VBK, and BSV
State of incorporation
MO
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Prosperity Planning, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $394.65M across 110 reported holdings for Q1 2026.
  • Largest parsed 13F holding: ISTB at $49.32M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 110 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 10 Apr 2026

ISTB

12.5%

Ishares Tr

$49.32M

EFA

6.1%

Ishares Tr

$24.25M

VUG

5.3%

Vanguard Index Fds

$21.08M

AVDV

4.6%

American Centy Etf Tr

$18.13M

VTIP

4.5%

Vanguard Malvern Fds

$17.85M

Latest update

What changed recently for Prosperity Planning, Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 10 Apr 2026.

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Benchmark Context

Benchmark context for this company

Prosperity Planning, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Prosperity Planning, Inc. has filed 24 SEC EDGAR filings since 01 Feb 2021. Common forms include 13F-HR, N-PX.

Prosperity Planning, Inc. SEC filings Prosperity Planning, Inc. 13F portfolio

Latest Filings

Recent SEC filings for Prosperity Planning, Inc. with direct links to document and filing folders.

13F-HR File 028-20510

13F-HR filing

Filing date
10 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
14 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-20510

13F-HR filing

Filing date
09 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-20510

13F-HR filing

Filing date
11 Jul 2025
Reporting date
30 Jun 2025
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N-PX File 028-20510

N-PX filing

Filing date
10 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-20510

13F-HR filing

Filing date
11 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-20510

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
07 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-20510

N-PX filing

Filing date
26 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
24 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
16 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-20510

13F-HR filing

Filing date
25 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-20510

13F-HR filing

Filing date
13 Jul 2023
Reporting date
30 Jun 2023
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13F-HR File 028-20510

13F-HR filing

Filing date
13 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
24 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
12 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
11 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
18 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
21 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
08 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
13 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
12 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-20510

13F-HR filing

Filing date
01 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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About this filer

Prosperity Planning, Inc. files with the SEC under CIK 0001843292. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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