Skip to content
Disclosery

VitalStone Financial, LLC: VZ position timeline

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

VitalStone Financial, LLC held 190 VZ 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 190 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $8,533.

    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 190 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $7,836.

    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 266 shares
    Change vs previous 13F -10,290 shares

    0.01% of the 13F portfolio, value $11,000.

    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 10,556 shares
    Change vs previous 13F -1,945 shares

    0.32% of the 13F portfolio, value $398,000.

    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 12,501 shares
    Change vs previous 13F +12,457 shares

    0.38% of the 13F portfolio, value $446,000.

    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 44 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $2,000.

    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 51 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,000.

    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).