Current Market Value 160,406,833
Current Holdings 100
Most Recent File Date 2025-08-08
Total Filings on Record 8
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Prospect Financial Services LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR/A 1 R 100 160,407
2025-08-05 2025-06-30 13F-HR 112 180,357
2025-04-11 2025-03-31 13F-HR 112 180,357
2025-01-22 2024-12-31 13F-HR 115 183,366
2024-10-15 2024-09-30 13F-HR 105 161,291
2024-07-15 2024-06-30 13F-HR 75 130,024
2024-04-22 2024-03-31 13F-HR 73 121,128
2024-02-20 2023-12-31 13F-HR 69 99,154