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Disclosery

Prospect Financial Services LLC: SPY position timeline

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

Prospect Financial Services LLC held 1,486 SPY 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 1,486 shares
    Change vs previous 13F +5 shares

    0.56% of the 13F portfolio, value $1,109,981.

    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 1,481 shares
    Change vs previous 13F -84 shares

    0.59% of the 13F portfolio, value $963,028.

    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 1,565 shares
    Change vs previous 13F -118 shares

    0.61% of the 13F portfolio, value $1,067,316.

    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 1,683 shares
    Change vs previous 13F -10 shares

    0.64% of the 13F portfolio, value $1,120,891.

    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 1,693 shares
    Change vs previous 13F -1,184 shares

    0.65% of the 13F portfolio, value $1,046,245.

    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 2,877 shares
    Change vs previous 13F +597 shares

    0.89% of the 13F portfolio, value $1,609,161.

    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 2,280 shares
    Change vs previous 13F +85 shares

    0.73% of the 13F portfolio, value $1,336,185.

    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 2,195 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,259,166.

    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).