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Disclosery

Prospect Financial Services LLC: FPE position timeline

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

Prospect Financial Services LLC held 22,541 FPE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,541 shares
    Change vs previous 13F -1,769 shares

    0.2% of the 13F portfolio, value $403,034.

    13F-HR 0001951757-26-001121 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).

  2. period ended2026-03-31
    13F 24,310 shares
    Change vs previous 13F -2,614 shares

    0.26% of the 13F portfolio, value $431,497.

    13F-HR 0001951757-26-000734 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 ended2025-12-31
    13F 26,924 shares
    Change vs previous 13F -3,093 shares

    0.28% of the 13F portfolio, value $490,550.

    13F-HR 0001951757-26-000392 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 ended2025-09-30
    13F 30,017 shares
    Change vs previous 13F -16,422 shares

    0.31% of the 13F portfolio, value $547,503.

    13F-HR 0001951757-25-001308 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).

  5. period ended2025-06-30
    13F/A 46,439 shares
    Change vs previous 13F -2,162 shares

    0.52% of the 13F portfolio, value $826,618.

    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).

  6. period ended2025-03-31
    13F 48,601 shares
    Change vs previous 13F -1,739 shares

    0.47% of the 13F portfolio, value $854,900.

    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).

  7. period ended2024-12-31
    13F 50,340 shares
    Change vs previous 13F +463 shares

    0.49% of the 13F portfolio, value $891,016.

    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).

  8. period ended2024-09-30
    13F 49,877 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $902,782.

    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).