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Disclosery

VitalStone Financial, LLC: IXN position timeline

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

VitalStone Financial, LLC held 25,663 IXN 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 25,663 shares
    Change vs previous 13F +224 shares

    1.44% of the 13F portfolio, value $2,117,967.

    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 25,439 shares
    Change vs previous 13F +147 shares

    1.53% of the 13F portfolio, value $2,106,858.

    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 25,292 shares
    Change vs previous 13F -731 shares

    1.45% of the 13F portfolio, value $1,892,000.

    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 26,023 shares
    Change vs previous 13F -2,023 shares

    1.42% of the 13F portfolio, value $1,774,000.

    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 28,046 shares
    Change vs previous 13F +28,028 shares

    1.5% of the 13F portfolio, value $1,776,000.

    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 18 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $1,000.

    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 42 shares
    Change vs previous 13F +24 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 18 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000.

    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).