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Livermore
Livermore
ZHEN

Prosperity Planning, Inc.

SEC CIK
0001843292
Latest filing
Jul 10, 2026

NWL holding history

Newell Brands Inc. in every 13F filed by Prosperity Planning, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NWL overviewAll 13F holders of NWLFull Q2 2026 holdings

Shares (Q2 2026)
129,776
Value
$796.8K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of NWL by Prosperity Planning, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129,776$796.8K0.2%+30,424+30.6%AddedHolders
Q1 202699,352$340.8K0.1%00.0%UnchangedHolders
Q4 202599,352$369.6K0.1%00.0%UnchangedHolders
Q3 202599,352$520.6K0.1%00.0%UnchangedHolders
Q2 202599,352$536.5K0.2%+19,441+24.3%AddedHolders
Q1 202579,911$495.4K0.2%00.0%UnchangedHolders
Q4 202479,911$795.9K0.3%00.0%UnchangedHolders
Q3 202479,911$613.7K0.2%00.0%UnchangedHolders
Q2 202479,911$512.2K0.2%+18,285+29.7%AddedHolders
Q1 202461,626$494.9K0.2%00.0%UnchangedHolders
Q4 202361,626$534.9K0.2%00.0%UnchangedHolders
Q3 202361,626$556.5K0.2%00.0%UnchangedHolders
Q2 202361,626$536.1K0.2%+7,082+13.0%AddedHolders
Q1 202354,544$678.5K0.3%+54,544NewHolders
Q4 20220$00.0%−54,544−100.0%Sold outHolders
Q3 202254,544$758.0K0.4%+5,167+10.5%AddedHolders
Q2 202249,377$1.04M0.5%00.0%UnchangedHolders
Q1 202249,377$1.06M0.5%00.0%UnchangedHolders
Q4 202149,377$1.08M0.5%00.0%UnchangedHolders
Q3 202149,377$1.09M0.6%+33,085+203.1%AddedHolders
Q2 202116,292$448.0K0.3%00.0%UnchangedHolders
Q1 202116,292$436.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.