Prosperity Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Prosperity Planning going back to Feb. 1, 2021
- Prosperity Planning 2025 Q3 - filed Oct. 9, 2025 - new!
- Prosperity Planning 2025 Q2 - filed July 11, 2025
- Prosperity Planning 2025 Q1 - filed April 11, 2025
- Prosperity Planning 2024 Q4 - filed Jan. 17, 2025
- Prosperity Planning 2024 Q3 - filed Oct. 7, 2024
- Prosperity Planning 2024 Q2 - filed July 24, 2024
- Prosperity Planning 2024 Q1 - filed April 16, 2024
- Prosperity Planning 2023 Q4 - filed Feb. 6, 2024
- Prosperity Planning 2023 Q3 - filed Oct. 25, 2023
- Prosperity Planning 2023 Q2 - filed July 13, 2023
- Prosperity Planning 2023 Q1 - filed April 13, 2023
- Prosperity Planning 2022 Q4 - filed Jan. 24, 2023
- Prosperity Planning 2022 Q3 - filed Oct. 12, 2022
- Prosperity Planning 2022 Q2 - filed July 11, 2022
- Prosperity Planning 2022 Q1 - filed April 18, 2022
- Prosperity Planning 2021 Q4 - filed Jan. 21, 2022
- Prosperity Planning 2021 Q3 - filed Oct. 8, 2021
- Prosperity Planning 2021 Q2 - filed July 13, 2021
- Prosperity Planning 2021 Q1 - filed April 12, 2021
- Prosperity Planning 2020 Q4 - filed Feb. 1, 2021