Prospect Financial Services LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 197,431
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 115 | 197,431 | 13F-HR | Prospect Financial Services LLC |
| Q1 2026 | 4/24/2026 | 104 | 163,796 | 13F-HR | Prospect Financial Services LLC |
| Q4 2025 | 2/6/2026 | 104 | 174,121 | 13F-HR | Prospect Financial Services LLC |
| Q3 2025 | 11/7/2025 | 104 | 173,868 | 13F-HR | Prospect Financial Services LLC |
| Q2 2025 | 8/8/2025 | 100 | 160,407 | 13F-HR/A - RESTATEMENT | Prospect Financial Services LLC |
| Q2 2025 | 8/5/2025 | 112 | 180,357 | 13F-HR | Prospect Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.6 K | 51.0% | 10.78 K | 0 | 10.78 K |
| ETFs | 96.51 K | 48.9% | 22.84 K | 0 | 22.84 K |
| Debt | 283 | 0.1% | 15 | 0 | 15 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
197,431
Holdings
115
QoQ value change ($000)
33,635
(20.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.