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Disclosery

VitalStone Financial, LLC: IBIT position timeline

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

VitalStone Financial, LLC held 17,213 IBIT 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 17,213 shares
    Change vs previous 13F -5,909 shares

    0.42% of the 13F portfolio, value $621,906.

    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 23,122 shares
    Change vs previous 13F +20,560 shares

    0.57% of the 13F portfolio, value $789,385.

    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 2,562 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $104,000.

    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).