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Disclosery

Prospect Financial Group LLC: USRT position timeline

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

Prospect Financial Group LLC held 26,936 USRT 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 26,936 shares
    Change vs previous 13F +199 shares

    1.44% of the 13F portfolio, value $1,789,924.

    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 26,737 shares
    Change vs previous 13F +101 shares

    1.46% of the 13F portfolio, value $1,582,587.

    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 26,636 shares
    Change vs previous 13F +1,472 shares

    1.41% of the 13F portfolio, value $1,517,209.

    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 25,164 shares
    Change vs previous 13F +504 shares

    1.44% of the 13F portfolio, value $1,477,654.

    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 24,660 shares
    Change vs previous 13F +1,511 shares

    1.46% of the 13F portfolio, value $1,394,792.

    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 23,149 shares
    Change vs previous 13F +3,145 shares

    1.7% of the 13F portfolio, value $1,333,406.

    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 20,004 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,146,452.

    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).