VitalStone Financial, LLC: SCHV position timeline

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

VitalStone Financial, LLC held 0 SCHV shares at 2023-06-30 per its 13F-HR filed 2023-08-21.

the latest 13F is the newest step

period ended2023-06-30
13F 0 shares
Change vs previous 13F -17,806 shares
13F-HR 0001963478-23-000004 filed by VitalStone Financial, LLC
Filed 2023-08-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-03-31
13F/A 17,806 shares
Change vs previous 13F not available
1.07% of the 13F portfolio, value $1,300,000.
13F-HR/A 0001963478-23-000003 filed by VitalStone Financial, LLC
Filed 2023-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).