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Disclosery

VitalStone Financial, LLC: ARKK position timeline

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

VitalStone Financial, LLC held 4,573 ARKK shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 4,573 shares
    Change vs previous 13F -81 shares

    0.15% of the 13F portfolio, value $217,355.

    13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 4,654 shares
    Change vs previous 13F -191 shares

    0.15% of the 13F portfolio, value $204,543.

    13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 4,845 shares
    Change vs previous 13F -90 shares

    0.19% of the 13F portfolio, value $243,000.

    13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 4,935 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $258,000.

    13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 4,934 shares
    Change vs previous 13F -1,959 shares

    0.17% of the 13F portfolio, value $196,000.

    13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 6,893 shares
    Change vs previous 13F +4,416 shares

    0.15% of the 13F portfolio, value $275,000.

    13F-HR 0001963478-23-000004 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F/A 2,477 shares
    Change vs previous 13F -4,536 shares

    0.19% of the 13F portfolio, value $234,000.

    13F-HR/A 0001963478-23-000003 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 7,013 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,000.

    13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).