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Disclosery

VitalStone Financial, LLC: KWEB position timeline

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

VitalStone Financial, LLC held 439 KWEB 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 439 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $14,935.

    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 543 shares
    Change vs previous 13F -10,269 shares

    0.01% of the 13F portfolio, value $14,672.

    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 10,812 shares
    Change vs previous 13F +10,406 shares

    0.22% of the 13F portfolio, value $284,000.

    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 406 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $11,000.

    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 406 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $11,000.

    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 476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,000.

    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).