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Disclosery

VitalStone Financial, LLC: WGMI position timeline

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

VitalStone Financial, LLC held 40,642 WGMI 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 40,642 shares
    Change vs previous 13F -1,917 shares

    0.53% of the 13F portfolio, value $772,604.

    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 42,559 shares
    Change vs previous 13F +22,676 shares

    0.65% of the 13F portfolio, value $900,974.

    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 19,883 shares
    Change vs previous 13F +18,706 shares

    0.28% of the 13F portfolio, value $364,000.

    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 1,177 shares
    Change vs previous 13F +1,177 shares

    0.02% of the 13F portfolio, value $21,000.

    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 ended2023-03-31
    13F/A 0 shares
    Change vs previous 13F -400 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2022-12-31
    13F 400 shares
    Change vs previous 13F not available

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

    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).