Prospect Financial Services LLC: IVV position timeline

Prospect Financial Services LLC held 579 IVV 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 579 shares

   Change vs previous 13F -281 shares

   0.22% of the 13F portfolio, value $433,607.

   13F-HR 0001951757-26-001121 filed by Prospect Financial Services LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 860 shares

   Change vs previous 13F -13 shares

   0.34% of the 13F portfolio, value $561,760.

   13F-HR 0001951757-26-000734 filed by Prospect Financial Services LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 873 shares

   Change vs previous 13F -72 shares

   0.34% of the 13F portfolio, value $597,953.

   13F-HR 0001951757-26-000392 filed by Prospect Financial Services LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 945 shares

   Change vs previous 13F +7 shares

   0.36% of the 13F portfolio, value $632,493.

   13F-HR 0001951757-25-001308 filed by Prospect Financial Services LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 938 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $582,408.

   13F-HR/A 0001951757-25-001057 filed by Prospect Financial Services LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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