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Disclosery

VitalStone Financial, LLC: MOAT position timeline

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

VitalStone Financial, LLC held 36,515 MOAT 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 36,515 shares
    Change vs previous 13F -4,813 shares

    2.41% of the 13F portfolio, value $3,540,131.

    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 41,328 shares
    Change vs previous 13F -1,400 shares

    2.59% of the 13F portfolio, value $3,579,420.

    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 42,728 shares
    Change vs previous 13F -2,527 shares

    2.93% of the 13F portfolio, value $3,841,000.

    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 45,255 shares
    Change vs previous 13F +1,422 shares

    3.07% of the 13F portfolio, value $3,841,000.

    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 43,833 shares
    Change vs previous 13F +23,649 shares

    2.76% of the 13F portfolio, value $3,265,000.

    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 20,184 shares
    Change vs previous 13F -5,059 shares

    0.83% of the 13F portfolio, value $1,487,000.

    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 25,243 shares
    Change vs previous 13F +12,216 shares

    1.58% of the 13F portfolio, value $1,920,000.

    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 13,027 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $842,000.

    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).