Skip to content
Disclosery

VitalStone Financial, LLC: GLD position timeline

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

VitalStone Financial, LLC held 12,704 GLD 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 12,704 shares
    Change vs previous 13F +4,406 shares

    2.1% of the 13F portfolio, value $3,087,834.

    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 8,298 shares
    Change vs previous 13F +1,503 shares

    1.29% of the 13F portfolio, value $1,784,153.

    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 6,795 shares
    Change vs previous 13F -22 shares

    1.07% of the 13F portfolio, value $1,398,000.

    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 6,817 shares
    Change vs previous 13F -9,884 shares

    1.04% of the 13F portfolio, value $1,303,000.

    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 16,701 shares
    Change vs previous 13F -8,475 shares

    2.53% of the 13F portfolio, value $2,998,000.

    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 25,176 shares
    Change vs previous 13F +24,989 shares

    2.57% of the 13F portfolio, value $4,602,000.

    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 187 shares
    Change vs previous 13F -186 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 373 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $62,000.

    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).