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Disclosery

Prospect Financial Group LLC: SPDW position timeline

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

Prospect Financial Group LLC held 14,742 SPDW 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 14,742 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $742,849.

    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 14,742 shares
    Change vs previous 13F -2,348 shares

    0.62% of the 13F portfolio, value $672,972.

    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 17,090 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $758,967.

    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 17,090 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $731,281.

    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 17,090 shares
    Change vs previous 13F -16 shares

    0.72% of the 13F portfolio, value $691,974.

    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 17,106 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $622,840.

    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 17,106 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $583,838.

    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).