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Disclosery

VitalStone Financial, LLC: USDU position timeline

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

VitalStone Financial, LLC held 79,493 USDU 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 79,493 shares
    Change vs previous 13F -10,410 shares

    1.44% of the 13F portfolio, value $2,108,949.

    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 89,903 shares
    Change vs previous 13F +27,362 shares

    1.77% of the 13F portfolio, value $2,435,472.

    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 62,541 shares
    Change vs previous 13F +54,292 shares

    1.25% of the 13F portfolio, value $1,639,000.

    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 8,249 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $207,000.

    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).