Skip to content
Disclosery

VitalStone Financial, LLC: FTSM position timeline

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

VitalStone Financial, LLC held 31,407 FTSM 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 31,407 shares
    Change vs previous 13F +28,928 shares

    1.28% of the 13F portfolio, value $1,880,343.

    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 2,479 shares
    Change vs previous 13F -2,483 shares

    0.11% of the 13F portfolio, value $147,737.

    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 4,962 shares
    Change vs previous 13F -1,076 shares

    0.23% of the 13F portfolio, value $296,000.

    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 6,038 shares
    Change vs previous 13F -251 shares

    0.29% of the 13F portfolio, value $360,000.

    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 6,289 shares
    Change vs previous 13F -513 shares

    0.32% of the 13F portfolio, value $374,000.

    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 6,802 shares
    Change vs previous 13F +6,802 shares

    0.23% of the 13F portfolio, value $405,000.

    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 0 shares
    Change vs previous 13F -3,363 shares

    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).

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

  8. period ended2022-12-31
    13F 3,363 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $199,000.

    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).