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Disclosery

VitalStone Financial, LLC: FNDX position timeline

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

VitalStone Financial, LLC held 9,458 FNDX 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 9,458 shares
    Change vs previous 13F -2,555 shares

    0.46% of the 13F portfolio, value $678,706.

    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 12,013 shares
    Change vs previous 13F -693 shares

    0.58% of the 13F portfolio, value $804,631.

    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 12,706 shares
    Change vs previous 13F +50 shares

    0.65% of the 13F portfolio, value $856,000.

    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 12,656 shares
    Change vs previous 13F -25 shares

    0.63% of the 13F portfolio, value $784,000.

    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 12,681 shares
    Change vs previous 13F +8,124 shares

    0.61% of the 13F portfolio, value $717,000.

    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 4,557 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,000.

    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).