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Disclosery

VitalStone Financial, LLC: JEPI position timeline

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

VitalStone Financial, LLC held 8,817 JEPI 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 8,817 shares
    Change vs previous 13F -6,620 shares

    0.36% of the 13F portfolio, value $524,700.

    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 15,437 shares
    Change vs previous 13F +9,739 shares

    0.63% of the 13F portfolio, value $874,969.

    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 5,698 shares
    Change vs previous 13F +2,734 shares

    0.25% of the 13F portfolio, value $330,000.

    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 2,964 shares
    Change vs previous 13F +2,954 shares

    0.13% of the 13F portfolio, value $163,000.

    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 10 shares
    Change vs previous 13F not available

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

    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).