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Disclosery

VitalStone Financial, LLC: IEF position timeline

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

VitalStone Financial, LLC held 8,087 IEF 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 8,087 shares
    Change vs previous 13F -642 shares

    0.54% of the 13F portfolio, value $793,496.

    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 8,729 shares
    Change vs previous 13F +6,086 shares

    0.59% of the 13F portfolio, value $817,471.

    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 2,643 shares
    Change vs previous 13F -332 shares

    0.19% of the 13F portfolio, value $250,000.

    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 2,975 shares
    Change vs previous 13F +2,841 shares

    0.23% of the 13F portfolio, value $287,000.

    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 134 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,000.

    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).