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Disclosery

VitalStone Financial, LLC: DVN position timeline

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

VitalStone Financial, LLC held 2,452 DVN 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 2,452 shares
    Change vs previous 13F -1,708 shares

    0.07% of the 13F portfolio, value $95,941.

    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 4,160 shares
    Change vs previous 13F -608 shares

    0.14% of the 13F portfolio, value $197,185.

    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 4,768 shares
    Change vs previous 13F -472 shares

    0.18% of the 13F portfolio, value $239,000.

    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 5,240 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $237,000.

    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 5,240 shares
    Change vs previous 13F -209 shares

    0.2% of the 13F portfolio, value $239,000.

    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 5,449 shares
    Change vs previous 13F -25,310 shares

    0.16% of the 13F portfolio, value $279,000.

    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 30,759 shares
    Change vs previous 13F +26,479 shares

    1.12% of the 13F portfolio, value $1,360,000.

    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 4,280 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $265,000.

    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).