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Disclosery

VitalStone Financial, LLC: VTV position timeline

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

VitalStone Financial, LLC held 24,371 VTV 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 24,371 shares
    Change vs previous 13F -1,819 shares

    2.9% of the 13F portfolio, value $4,254,445.

    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 26,190 shares
    Change vs previous 13F +3,377 shares

    3.05% of the 13F portfolio, value $4,201,138.

    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 22,813 shares
    Change vs previous 13F -1,884 shares

    2.84% of the 13F portfolio, value $3,715,000.

    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 24,697 shares
    Change vs previous 13F +15,153 shares

    2.95% of the 13F portfolio, value $3,692,000.

    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 9,544 shares
    Change vs previous 13F +6,923 shares

    1.11% of the 13F portfolio, value $1,314,000.

    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 2,621 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $361,000.

    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 2,619 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $386,000.

    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 2,621 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $367,000.

    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).