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Disclosery

VitalStone Financial, LLC: PDBC position timeline

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

VitalStone Financial, LLC held 5,258 PDBC 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 5,258 shares
    Change vs previous 13F -6,297 shares

    0.05% of the 13F portfolio, value $70,615.

    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 11,555 shares
    Change vs previous 13F -115,068 shares

    0.12% of the 13F portfolio, value $162,348.

    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 126,623 shares
    Change vs previous 13F -117,694 shares

    1.34% of the 13F portfolio, value $1,756,000.

    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 244,317 shares
    Change vs previous 13F +13,341 shares

    2.6% of the 13F portfolio, value $3,249,000.

    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 230,976 shares
    Change vs previous 13F +230,543 shares

    2.81% of the 13F portfolio, value $3,326,000.

    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 433 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,000.

    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).