Prospect Financial Services LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 174,121
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.6 K | 81.9% | 0 | 799 | -799 |
| ETFs | 31.23 K | 17.9% | 953 | 0 | 953 |
| Debt | 242 | 0.1% | 18 | 0 | 18 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
174,121
Holdings
104
QoQ value change ($000)
253
(0.1%)
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.