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Disclosery

VitalStone Financial, LLC: FPX position timeline

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

VitalStone Financial, LLC held 573 FPX 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 573 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $63,139.

    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 659 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $65,462.

    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 733 shares
    Change vs previous 13F -140 shares

    0.06% of the 13F portfolio, value $78,000.

    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 873 shares
    Change vs previous 13F -82 shares

    0.07% of the 13F portfolio, value $84,000.

    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 955 shares
    Change vs previous 13F -1,255 shares

    0.07% of the 13F portfolio, value $78,000.

    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 2,210 shares
    Change vs previous 13F -10,883 shares

    0.1% of the 13F portfolio, value $188,000.

    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 13,093 shares
    Change vs previous 13F +10,052 shares

    1.31% of the 13F portfolio, value $1,594,000.

    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 3,041 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $243,000.

    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).