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Disclosery

Prospect Financial Group LLC: VNQ position timeline

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

Prospect Financial Group LLC held 17,928 VNQ 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 17,928 shares
    Change vs previous 13F +39 shares

    1.39% of the 13F portfolio, value $1,728,792.

    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 17,889 shares
    Change vs previous 13F +68 shares

    1.47% of the 13F portfolio, value $1,586,750.

    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 17,821 shares
    Change vs previous 13F +426 shares

    1.47% of the 13F portfolio, value $1,576,976.

    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 17,395 shares
    Change vs previous 13F +555 shares

    1.55% of the 13F portfolio, value $1,590,246.

    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 16,840 shares
    Change vs previous 13F +568 shares

    1.57% of the 13F portfolio, value $1,499,766.

    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 16,272 shares
    Change vs previous 13F +26 shares

    1.88% of the 13F portfolio, value $1,473,262.

    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 16,246 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,447,189.

    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).