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Disclosery

Prospect Financial Services LLC: IJR position timeline

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

Prospect Financial Services LLC held 7,400 IJR 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 7,400 shares
    Change vs previous 13F -562 shares

    0.56% of the 13F portfolio, value $1,097,564.

    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 7,962 shares
    Change vs previous 13F -500 shares

    0.6% of the 13F portfolio, value $989,746.

    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 8,462 shares
    Change vs previous 13F -219 shares

    0.58% of the 13F portfolio, value $1,016,915.

    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 8,681 shares
    Change vs previous 13F +341 shares

    0.59% of the 13F portfolio, value $1,031,533.

    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 8,340 shares
    Change vs previous 13F +14 shares

    0.57% of the 13F portfolio, value $911,486.

    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 8,326 shares
    Change vs previous 13F -1,904 shares

    0.48% of the 13F portfolio, value $870,685.

    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 10,230 shares
    Change vs previous 13F +2,547 shares

    0.64% of the 13F portfolio, value $1,178,654.

    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 7,683 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $898,567.

    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).