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Disclosery

Prospect Financial Services LLC: SCHG position timeline

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

Prospect Financial Services LLC held 94,233 SCHG 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 94,233 shares
    Change vs previous 13F +22,396 shares

    1.62% of the 13F portfolio, value $3,188,853.

    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 71,837 shares
    Change vs previous 13F +11,277 shares

    1.28% of the 13F portfolio, value $2,092,628.

    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 60,560 shares
    Change vs previous 13F +3,631 shares

    1.13% of the 13F portfolio, value $1,975,466.

    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 56,929 shares
    Change vs previous 13F +5,907 shares

    1.04% of the 13F portfolio, value $1,816,605.

    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 51,022 shares
    Change vs previous 13F +39,952 shares

    0.93% of the 13F portfolio, value $1,490,357.

    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 11,070 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $277,193.

    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).