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Disclosery

VitalStone Financial, LLC: MUB position timeline

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

VitalStone Financial, LLC held 21,788 MUB 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 21,788 shares
    Change vs previous 13F +1,709 shares

    1.61% of the 13F portfolio, value $2,366,842.

    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 20,079 shares
    Change vs previous 13F -757 shares

    1.55% of the 13F portfolio, value $2,139,400.

    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 20,836 shares
    Change vs previous 13F -1,208 shares

    1.71% of the 13F portfolio, value $2,242,000.

    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 22,044 shares
    Change vs previous 13F +4,285 shares

    1.91% of the 13F portfolio, value $2,390,000.

    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 17,759 shares
    Change vs previous 13F +7,179 shares

    1.55% of the 13F portfolio, value $1,840,000.

    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 10,580 shares
    Change vs previous 13F +8,965 shares

    0.64% of the 13F portfolio, value $1,140,000.

    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 1,615 shares
    Change vs previous 13F -1,671 shares

    0.15% of the 13F portfolio, value $188,000.

    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 3,286 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $344,000.

    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).