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Disclosery

Prospect Financial Services LLC: VYM position timeline

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

Prospect Financial Services LLC held 25,846 VYM 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 25,846 shares
    Change vs previous 13F +7,886 shares

    2.07% of the 13F portfolio, value $4,084,402.

    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 17,960 shares
    Change vs previous 13F +4,118 shares

    1.62% of the 13F portfolio, value $2,659,965.

    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 13,842 shares
    Change vs previous 13F +1,803 shares

    1.14% of the 13F portfolio, value $1,986,613.

    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 12,039 shares
    Change vs previous 13F +3,721 shares

    0.98% of the 13F portfolio, value $1,696,922.

    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 8,318 shares
    Change vs previous 13F +2,576 shares

    0.69% of the 13F portfolio, value $1,108,875.

    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 5,742 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $740,492.

    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).