VitalStone Financial, LLC: BUFQ position timeline

VitalStone Financial, LLC held 28,035 BUFQ 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 28,035 shares

   Change vs previous 13F -9,723 shares

   0.58% of the 13F portfolio, value $850,862.

   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 37,758 shares

   Change vs previous 13F -19,891 shares

   0.81% of the 13F portfolio, value $1,116,126.

   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 57,649 shares

   Change vs previous 13F +16,534 shares

   1.25% of the 13F portfolio, value $1,633,000.

   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 41,115 shares

   Change vs previous 13F +1,589 shares

   0.89% of the 13F portfolio, value $1,110,000.

   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 39,526 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $1,026,000.

   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).