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Disclosery

VitalStone Financial, LLC: IJH position timeline

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

VitalStone Financial, LLC held 57,496 IJH 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 57,496 shares
    Change vs previous 13F +5,538 shares

    2.44% of the 13F portfolio, value $3,583,151.

    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 51,958 shares
    Change vs previous 13F -11,242 shares

    2.2% of the 13F portfolio, value $3,040,582.

    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 63,200 shares
    Change vs previous 13F +48,888 shares

    2.93% of the 13F portfolio, value $3,839,000.

    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 14,312 shares
    Change vs previous 13F -798 shares

    3.17% of the 13F portfolio, value $3,967,000.

    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 15,110 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $3,679,000.

    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).