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Disclosery

Prospect Financial Services LLC: PFE position timeline

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

Prospect Financial Services LLC held 10,711 PFE 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 10,711 shares
    Change vs previous 13F +3,505 shares

    0.13% of the 13F portfolio, value $257,922.

    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 7,206 shares
    Change vs previous 13F +7,206 shares

    0.12% of the 13F portfolio, value $202,343.

    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 0 shares
    Change vs previous 13F -8,126 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 8,126 shares
    Change vs previous 13F -993 shares

    0.12% of the 13F portfolio, value $207,048.

    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 9,119 shares
    Change vs previous 13F +166 shares

    0.14% of the 13F portfolio, value $221,033.

    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 8,953 shares
    Change vs previous 13F -5,435 shares

    0.13% of the 13F portfolio, value $226,875.

    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 14,388 shares
    Change vs previous 13F -4,514 shares

    0.21% of the 13F portfolio, value $381,718.

    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 18,902 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $547,028.

    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).