Prosperity Planning, Inc. historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Prosperity Planning, Inc. opened 38 positions, added to 111, reduced 51 and sold out of 30.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Principal before $29,109.
- Q2 2026: Stock SHM; Country of operation —; Class STATE STREET SPD; Principal before $19,457.
- Q1 2026: Stock EGUS; Country of operation —; Class ESG AWARE MSCI; Principal before $4,421.
- Q1 2026: Stock XVV; Country of operation —; Class ESG SELECT SCRE; Principal before $3,886.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843292), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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