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Disclosery

Prospect Financial Services LLC: ACWI position timeline

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

Prospect Financial Services LLC held 0 ACWI shares at 2025-06-30 per its 13F-HR/A filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -8,174 shares

    13F-HR/A 0001951757-25-001057 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 8,174 shares
    Change vs previous 13F -144 shares

    0.53% of the 13F portfolio, value $951,372.

    13F-HR 0001951757-25-000322 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,318 shares
    Change vs previous 13F +75 shares

    0.53% of the 13F portfolio, value $977,361.

    13F-HR 0001951757-25-000107 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,243 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $985,395.

    13F-HR 0001951757-24-001039 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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