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Disclosery

Prospect Financial Services LLC: VIG position timeline

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

Prospect Financial Services LLC held 20,830 VIG 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 20,830 shares
    Change vs previous 13F -28 shares

    2.5% of the 13F portfolio, value $4,928,862.

    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 20,858 shares
    Change vs previous 13F -1,537 shares

    2.74% of the 13F portfolio, value $4,485,779.

    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 22,395 shares
    Change vs previous 13F +130 shares

    2.83% of the 13F portfolio, value $4,922,024.

    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 22,265 shares
    Change vs previous 13F -54 shares

    2.76% of the 13F portfolio, value $4,804,492.

    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 22,319 shares
    Change vs previous 13F -1,113 shares

    2.85% of the 13F portfolio, value $4,568,082.

    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 23,432 shares
    Change vs previous 13F -285 shares

    2.52% of the 13F portfolio, value $4,545,636.

    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 23,717 shares
    Change vs previous 13F +1,612 shares

    2.54% of the 13F portfolio, value $4,644,560.

    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 22,105 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $4,378,092.

    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).