VitalStone Financial, LLC: BRK-B position timeline

VitalStone Financial, LLC held 899 BRK-B 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 899 shares

   Change vs previous 13F +834 shares

   0.28% of the 13F portfolio, value $413,774.

   13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 65 shares

   Change vs previous 13F +4 shares

   0.02% of the 13F portfolio, value $26,442.

   13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 61 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $26,000.

   13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 61 shares

   Change vs previous 13F -1,207 shares

   0.02% of the 13F portfolio, value $22,000.

   13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 1,268 shares

   Change vs previous 13F +1,199 shares

   0.38% of the 13F portfolio, value $445,000.

   13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
   Filed 2023-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 69 shares

   Change vs previous 13F +9 shares

   0.01% of the 13F portfolio, value $21,000.

   13F-HR 0001963478-23-000004 filed by VitalStone Financial, LLC
   Filed 2023-08-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F/A 60 shares

   Change vs previous 13F -1 shares

   0.01% of the 13F portfolio, value $18,000.

   13F-HR/A 0001963478-23-000003 filed by VitalStone Financial, LLC
   Filed 2023-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 61 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $19,000.

   13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
   Filed 2023-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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