VitalStone Financial, LLC: SPY position timeline

VitalStone Financial, LLC held 353 SPY 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 353 shares

   Change vs previous 13F +169 shares

   0.14% of the 13F portfolio, value $202,508.

   13F-HR 0001963478-24-000005 filed by VitalStone Financial, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 184 shares

   Change vs previous 13F -97 shares

   0.07% of the 13F portfolio, value $99,906.

   13F-HR 0001998574-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 281 shares

   Change vs previous 13F +92 shares

   0.07% of the 13F portfolio, value $95,000.

   13F-HR 0001963478-24-000003 filed by VitalStone Financial, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 189 shares

   Change vs previous 13F +14 shares

   0.07% of the 13F portfolio, value $90,000.

   13F-HR 0001963478-24-000002 filed by VitalStone Financial, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 175 shares

   Change vs previous 13F -77 shares

   0.07% of the 13F portfolio, value $77,000.

   13F-HR 0001963478-23-000005 filed by VitalStone Financial, LLC
   Filed 2023-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 252 shares

   Change vs previous 13F -729 shares

   0.06% of the 13F portfolio, value $102,000.

   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).

7. period ended2023-03-31

   13F/A 981 shares

   Change vs previous 13F +729 shares

   0.38% of the 13F portfolio, value $456,000.

   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).

8. period ended2022-12-31

   13F 252 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $97,000.

   13F-HR 0001963478-23-000001 filed by VitalStone Financial, LLC
   Filed 2023-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).