Prosperity Planning, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Kansas City, MO
CIK
0001843292
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 87 239,298 13F-HR 10/24/2023 000108514623003915 Prosperity Planning, Inc.
Q2 2023 89 242,254 13F-HR 7/13/2023 000184329223000003 Prosperity Planning, Inc.
Q1 2023 89 229,502 13F-HR 4/13/2023 000184329223000002 Prosperity Planning, Inc.
Q4 2022 76 202,324 13F-HR 1/24/2023 000184329223000001 Prosperity Planning, Inc.
Q3 2022 83 191,493 13F-HR 10/12/2022 000184329222000004 Prosperity Planning, Inc.
Q2 2022 95 195,694 13F-HR 7/11/2022 000184329222000003 Prosperity Planning, Inc.
Q1 2022 94 204,269 13F-HR 4/18/2022 000184329222000002 Prosperity Planning, Inc.
Q4 2021 93 197,298 13F-HR 1/20/2022 000184329222000001 Prosperity Planning, Inc.
Q3 2021 93 183,370 13F-HR 10/8/2021 000184329221000004 Prosperity Planning, Inc.
Q2 2021 88 161,204 13F-HR 7/13/2021 000184329221000003 Prosperity Planning, Inc.
Q1 2021 88 140,794 13F-HR 4/12/2021 000184329221000002 Prosperity Planning, Inc.
Q4 2020 73 118,033 13F-HR 2/1/2021 000184329221000001 Prosperity Planning, Inc.