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Disclosery

VitalStone Financial, LLC: BIL position timeline

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

VitalStone Financial, LLC held 17,421 BIL 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 17,421 shares
    Change vs previous 13F -3,715 shares

    1.09% of the 13F portfolio, value $1,599,416.

    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 21,136 shares
    Change vs previous 13F -10,879 shares

    1.41% of the 13F portfolio, value $1,939,875.

    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 32,015 shares
    Change vs previous 13F -23,246 shares

    2.25% of the 13F portfolio, value $2,939,000.

    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 55,261 shares
    Change vs previous 13F -13,703 shares

    4.04% of the 13F portfolio, value $5,050,000.

    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 68,964 shares
    Change vs previous 13F -506,226 shares

    5.33% of the 13F portfolio, value $6,316,000.

    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 575,190 shares
    Change vs previous 13F +573,351 shares

    29.5% of the 13F portfolio, value $52,826,000.

    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 1,839 shares
    Change vs previous 13F -782,479 shares

    0.14% of the 13F portfolio, value $168,000.

    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 784,318 shares
    Change vs previous 13F not available

    48.97% of the 13F portfolio, value $71,734,000.

    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).