VitalStone Financial, LLC: BUFR position timeline

VitalStone Financial, LLC held 84,440 BUFR 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 84,440 shares

   Change vs previous 13F -26,649 shares

   1.72% of the 13F portfolio, value $2,523,912.

   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 111,089 shares

   Change vs previous 13F -43,602 shares

   2.33% of the 13F portfolio, value $3,212,694.

   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 154,691 shares

   Change vs previous 13F -26,491 shares

   3.3% of the 13F portfolio, value $4,325,000.

   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 181,182 shares

   Change vs previous 13F -9,525 shares

   3.85% of the 13F portfolio, value $4,814,000.

   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 190,707 shares

   Change vs previous 13F not available

   4.04% of the 13F portfolio, value $4,781,000.

   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).