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Prospect Financial Services LLC: IBIT position timeline

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

Prospect Financial Services LLC held 33,560 IBIT 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 33,560 shares
    Change vs previous 13F -843 shares

    0.57% of the 13F portfolio, value $1,117,222.

    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 34,403 shares
    Change vs previous 13F +423 shares

    0.81% of the 13F portfolio, value $1,321,771.

    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 33,980 shares
    Change vs previous 13F +2,664 shares

    0.97% of the 13F portfolio, value $1,687,120.

    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 31,316 shares
    Change vs previous 13F +23,363 shares

    1.17% of the 13F portfolio, value $2,035,540.

    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 7,953 shares
    Change vs previous 13F +1,008 shares

    0.3% of the 13F portfolio, value $486,802.

    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 6,945 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $325,094.

    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).