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Prospect Financial Services LLC: PAA position timeline

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

Prospect Financial Services LLC held 46,634 PAA 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 46,634 shares
    Change vs previous 13F -4,313 shares

    0.53% of the 13F portfolio, value $1,038,067.

    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 50,947 shares
    Change vs previous 13F -173 shares

    0.69% of the 13F portfolio, value $1,137,641.

    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 51,120 shares
    Change vs previous 13F -7,542 shares

    0.53% of the 13F portfolio, value $918,110.

    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 58,662 shares
    Change vs previous 13F +143 shares

    0.58% of the 13F portfolio, value $1,000,771.

    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 58,519 shares
    Change vs previous 13F -11,857 shares

    0.67% of the 13F portfolio, value $1,072,068.

    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 70,376 shares
    Change vs previous 13F -2,038 shares

    0.78% of the 13F portfolio, value $1,407,512.

    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 72,414 shares
    Change vs previous 13F +140 shares

    0.68% of the 13F portfolio, value $1,236,825.

    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 72,274 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,255,405.

    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).