Skip to content
Disclosery

Prospect Financial Services LLC: SCHD position timeline

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

Prospect Financial Services LLC held 56,922 SCHD 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 56,922 shares
    Change vs previous 13F +11,716 shares

    0.91% of the 13F portfolio, value $1,805,021.

    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 45,206 shares
    Change vs previous 13F +4,957 shares

    0.85% of the 13F portfolio, value $1,386,912.

    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 40,249 shares
    Change vs previous 13F -30,356 shares

    0.63% of the 13F portfolio, value $1,104,042.

    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 70,605 shares
    Change vs previous 13F -970 shares

    1.11% of the 13F portfolio, value $1,927,515.

    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 71,575 shares
    Change vs previous 13F -3,046 shares

    1.18% of the 13F portfolio, value $1,896,735.

    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 74,621 shares
    Change vs previous 13F +16,888 shares

    1.16% of the 13F portfolio, value $2,086,412.

    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 57,733 shares
    Change vs previous 13F +43,659 shares

    0.86% of the 13F portfolio, value $1,577,255.

    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 14,074 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,189,691.

    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).