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Disclosery

Prospect Financial Group LLC: IAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospect Financial Group LLC on IAGG, newest first. How the timeline and the estimate are built.

Prospect Financial Group LLC held 15,253 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,253 shares
    Change vs previous 13F +286 shares

    0.62% of the 13F portfolio, value $771,802.

    13F-HR 0002021762-26-000003 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,967 shares
    Change vs previous 13F -3 shares

    0.69% of the 13F portfolio, value $748,949.

    13F-HR 0002021762-26-000002 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,970 shares
    Change vs previous 13F +153 shares

    0.7% of the 13F portfolio, value $748,650.

    13F-HR 0002021762-26-000001 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,817 shares
    Change vs previous 13F -13 shares

    0.74% of the 13F portfolio, value $759,075.

    13F-HR 0002021762-25-000008 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,830 shares
    Change vs previous 13F +51 shares

    0.79% of the 13F portfolio, value $757,665.

    13F-HR 0002021762-25-000006 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,779 shares
    Change vs previous 13F +201 shares

    0.94% of the 13F portfolio, value $738,802.

    13F-HR 0002021762-25-000003 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,578 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $727,734.

    13F-HR 0002021762-25-000002 filed by Prospect Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).