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Disclosery

VitalStone Financial, LLC: ENPH position timeline

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

VitalStone Financial, LLC held 6,334 ENPH 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 6,334 shares
    Change vs previous 13F -231 shares

    0.49% of the 13F portfolio, value $715,869.

    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 6,565 shares
    Change vs previous 13F +4,817 shares

    0.47% of the 13F portfolio, value $654,596.

    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 1,748 shares
    Change vs previous 13F +860 shares

    0.16% of the 13F portfolio, value $211,000.

    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 888 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $117,000.

    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 777 shares
    Change vs previous 13F -10,256 shares

    0.05% of the 13F portfolio, value $61,000.

    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 11,033 shares
    Change vs previous 13F +10,858 shares

    1.29% of the 13F portfolio, value $2,306,000.

    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 175 shares
    Change vs previous 13F -9,197 shares

    0.03% of the 13F portfolio, value $33,000.

    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 9,372 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,480,000.

    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).