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Disclosery

Prospect Financial Services LLC: VUG position timeline

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

Prospect Financial Services LLC held 47,090 VUG 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 47,090 shares
    Change vs previous 13F +39,066 shares

    2.05% of the 13F portfolio, value $4,056,329.

    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 8,024 shares
    Change vs previous 13F -117 shares

    2.14% of the 13F portfolio, value $3,505,005.

    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 8,141 shares
    Change vs previous 13F -89 shares

    2.28% of the 13F portfolio, value $3,971,587.

    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 8,230 shares
    Change vs previous 13F -51 shares

    2.27% of the 13F portfolio, value $3,947,061.

    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 8,281 shares
    Change vs previous 13F -920 shares

    2.26% of the 13F portfolio, value $3,630,447.

    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 9,201 shares
    Change vs previous 13F +456 shares

    1.89% of the 13F portfolio, value $3,411,959.

    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 8,745 shares
    Change vs previous 13F +545 shares

    1.96% of the 13F portfolio, value $3,589,458.

    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 8,200 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,148,174.

    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).