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Prospect Financial Services LLC: ORCL position timeline

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

Prospect Financial Services LLC held 16,847 ORCL 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 16,847 shares
    Change vs previous 13F +646 shares

    1.25% of the 13F portfolio, value $2,468,905.

    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 16,201 shares
    Change vs previous 13F +9,895 shares

    1.46% of the 13F portfolio, value $2,383,328.

    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 6,306 shares
    Change vs previous 13F +5,430 shares

    0.71% of the 13F portfolio, value $1,229,089.

    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 876 shares
    Change vs previous 13F +876 shares

    0.14% of the 13F portfolio, value $246,481.

    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 0 shares
    Change vs previous 13F -2,750 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.

  6. period ended2025-03-31
    13F 2,750 shares
    Change vs previous 13F +1,495 shares

    0.21% of the 13F portfolio, value $384,510.

    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 1,255 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $209,088.

    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).