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Disclosery

VitalStone Financial, LLC: DGRO position timeline

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

VitalStone Financial, LLC held 0 DGRO shares at 2024-03-31 per its 13F-HR filed 2024-05-06.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -9 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 9 shares
    Change vs previous 13F -132 shares

    0% of the 13F portfolio, value $0.

    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).

  3. period ended2023-09-30
    13F 141 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $7,000.

    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).

  4. period ended2023-06-30
    13F 928 shares
    Change vs previous 13F -8,618 shares

    0.03% of the 13F portfolio, value $46,000.

    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).

  5. period ended2023-03-31
    13F/A 9,546 shares
    Change vs previous 13F +8,618 shares

    0.44% of the 13F portfolio, value $532,000.

    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).

  6. period ended2022-12-31
    13F 928 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $47,000.

    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).