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Prospect Financial Services LLC: VOO position timeline

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

Prospect Financial Services LLC held 14,692 VOO 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 14,692 shares
    Change vs previous 13F +2,091 shares

    5.11% of the 13F portfolio, value $10,090,663.

    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 12,601 shares
    Change vs previous 13F +1,272 shares

    4.6% of the 13F portfolio, value $7,529,896.

    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 11,329 shares
    Change vs previous 13F +364 shares

    4.08% of the 13F portfolio, value $7,104,584.

    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 10,965 shares
    Change vs previous 13F +557 shares

    3.86% of the 13F portfolio, value $6,714,526.

    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 10,408 shares
    Change vs previous 13F +3,008 shares

    3.69% of the 13F portfolio, value $5,912,100.

    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 7,400 shares
    Change vs previous 13F +3,090 shares

    2.11% of the 13F portfolio, value $3,803,169.

    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 4,310 shares
    Change vs previous 13F +246 shares

    1.27% of the 13F portfolio, value $2,322,408.

    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 4,064 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,144,534.

    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).