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Disclosery

VitalStone Financial, LLC: SOFI position timeline

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

VitalStone Financial, LLC held 61,536 SOFI 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 61,536 shares
    Change vs previous 13F -6,711 shares

    0.33% of the 13F portfolio, value $483,673.

    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 68,247 shares
    Change vs previous 13F +7,541 shares

    0.33% of the 13F portfolio, value $451,113.

    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 60,706 shares
    Change vs previous 13F -17,192 shares

    0.34% of the 13F portfolio, value $443,000.

    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 77,898 shares
    Change vs previous 13F -14,552 shares

    0.62% of the 13F portfolio, value $775,000.

    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 92,450 shares
    Change vs previous 13F +50,155 shares

    0.54% of the 13F portfolio, value $642,000.

    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 42,295 shares
    Change vs previous 13F +36,434 shares

    0.14% of the 13F portfolio, value $252,000.

    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 5,861 shares
    Change vs previous 13F -36,734 shares

    0.08% of the 13F portfolio, value $93,000.

    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 42,595 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $190,000.

    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).