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Prospect Financial Services LLC: VTEB position timeline

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

Prospect Financial Services LLC held 40,780 VTEB 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 40,780 shares
    Change vs previous 13F +21,815 shares

    1.04% of the 13F portfolio, value $2,062,674.

    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 18,965 shares
    Change vs previous 13F +3,177 shares

    0.58% of the 13F portfolio, value $946,146.

    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 15,788 shares
    Change vs previous 13F +430 shares

    0.46% of the 13F portfolio, value $793,989.

    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 15,358 shares
    Change vs previous 13F +172 shares

    0.44% of the 13F portfolio, value $768,972.

    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 15,186 shares
    Change vs previous 13F -3,690 shares

    0.46% of the 13F portfolio, value $744,551.

    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 18,876 shares
    Change vs previous 13F +771 shares

    0.52% of the 13F portfolio, value $936,614.

    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 18,105 shares
    Change vs previous 13F +1,267 shares

    0.5% of the 13F portfolio, value $907,608.

    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 16,838 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $860,762.

    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).