Ownership history in Prosperity Planning, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 130,763 | +7,157 | +5.8% | 2.69% | $10.3M | $78.47 |
| 2025 Q3 | ADDED | 123,606 | +12,582 | +11.3% | 2.55% | $9.5M | $76.15 |
| 2025 Q2 | ADDED | 111,024 | +18,671 | +20.2% | 2.28% | $7.9M | $70.58 |
| 2025 Q1 | ADDED | 92,353 | +21,055 | +29.5% | 1.86% | $5.9M | $63.60 |
| 2024 Q4 | ADDED | 71,298 | +23,367 | +48.8% | 1.54% | $4.8M | $66.74 |
| 2024 Q3 | ADDED | 47,931 | +28,474 | +146.3% | 1.00% | $3.2M | $65.02 |
| 2024 Q2 | INITIATED | 19,457 | — | — | 0.42% | $1.2M | — |
As of 2025 Q4 — sorted by position size