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Disclosery

VitalStone Financial, LLC: IJR position timeline

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

VitalStone Financial, LLC held 3,909 IJR 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 3,909 shares
    Change vs previous 13F -414 shares

    0.31% of the 13F portfolio, value $457,197.

    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 4,323 shares
    Change vs previous 13F -14,614 shares

    0.33% of the 13F portfolio, value $461,091.

    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 18,937 shares
    Change vs previous 13F -19,972 shares

    1.6% of the 13F portfolio, value $2,093,000.

    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 38,909 shares
    Change vs previous 13F +6,998 shares

    3.37% of the 13F portfolio, value $4,212,000.

    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 31,911 shares
    Change vs previous 13F +31,860 shares

    2.46% of the 13F portfolio, value $2,918,000.

    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 51 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $5,000.

    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 25 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $3,000.

    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 51 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,000.

    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).