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Prospect Financial Services LLC: VTV position timeline

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

Prospect Financial Services LLC held 26,326 VTV 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 26,326 shares
    Change vs previous 13F +414 shares

    2.91% of the 13F portfolio, value $5,737,148.

    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 25,912 shares
    Change vs previous 13F -479 shares

    3.1% of the 13F portfolio, value $5,084,000.

    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 26,391 shares
    Change vs previous 13F -1,019 shares

    2.89% of the 13F portfolio, value $5,040,496.

    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 27,410 shares
    Change vs previous 13F +474 shares

    2.94% of the 13F portfolio, value $5,111,751.

    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 26,936 shares
    Change vs previous 13F -1,044 shares

    2.97% of the 13F portfolio, value $4,760,604.

    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 27,980 shares
    Change vs previous 13F -99 shares

    2.68% of the 13F portfolio, value $4,833,202.

    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 28,079 shares
    Change vs previous 13F +1,812 shares

    2.6% of the 13F portfolio, value $4,753,768.

    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 26,267 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $4,585,392.

    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).