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Disclosery

VitalStone Financial, LLC: SCHD position timeline

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

VitalStone Financial, LLC held 13,519 SCHD 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 13,519 shares
    Change vs previous 13F -934 shares

    0.78% of the 13F portfolio, value $1,142,783.

    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 14,453 shares
    Change vs previous 13F -1,963 shares

    0.81% of the 13F portfolio, value $1,123,895.

    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 16,416 shares
    Change vs previous 13F -2,644 shares

    1.01% of the 13F portfolio, value $1,324,000.

    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 19,060 shares
    Change vs previous 13F -513 shares

    1.16% of the 13F portfolio, value $1,451,000.

    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 19,573 shares
    Change vs previous 13F -19,104 shares

    1.15% of the 13F portfolio, value $1,359,000.

    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 38,677 shares
    Change vs previous 13F +10,084 shares

    1.58% of the 13F portfolio, value $2,838,000.

    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 28,593 shares
    Change vs previous 13F -18,695 shares

    1.9% of the 13F portfolio, value $2,308,000.

    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 47,288 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $3,560,000.

    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).