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Disclosery

VitalStone Financial, LLC: SDVY position timeline

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

VitalStone Financial, LLC held 12,060 SDVY 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 12,060 shares
    Change vs previous 13F -5,125 shares

    0.3% of the 13F portfolio, value $438,731.

    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 17,185 shares
    Change vs previous 13F +2,426 shares

    0.42% of the 13F portfolio, value $573,638.

    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 14,759 shares
    Change vs previous 13F +13,577 shares

    0.39% of the 13F portfolio, value $514,000.

    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 1,182 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $39,000.

    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).